Jason Bernic

Jason entered the financial services industry in 2003 and has remained deeply engaged with it ever since.

 

While he no longer provides financial planning advice, his respect for the profession runs deep. He continues to stay closely connected to industry developments, with a particular focus on the business of financial planning and the people who drive it.

 

His career spans financial planning, international wealth management, coaching for financial planners, and business consulting. He has worked within both local and global financial institutions, and has advised independent, agency, and franchise firms.

 

Jason holds a Post-graduate Diploma in Financial Planning and was a long-standing member of the Financial Planning Institute for over 20 years. He is also a qualified Life, Executive, and Leadership Coach through the NeuroLeadership Institute and the Centre for Coaching at the UCT Graduate School of Business.

 

In 2012, Jason recognised a powerful alignment between coaching and financial planning. Since then, he has focused on helping financial planning businesses grow through people. His work centres on human engagement—elevating the client experience externally and enhancing performance and development internally.