Who We Are
Who We Are
Southern Finance Solutions was established in 2016 with the intention of providing premium Financial Planning and Investment solutions to high net worth individuals and self funded retirees and especially to assist the clients of Southern Business Solutions.
Our company operates as an authorised representative of Politis Investment Strategies under its own Australian Financial Services License offering financial planning, investment management and account administration services.
Demand for our services continues to grow as we have invested in technology, systems and staff, ensuring that our clients continue to benefit from a premium offering in the marketplace.
We are committed to excellence, partnering with our clients to secure the achievement of their financial goals based on the cornerstones of our organisation, Integrity, Knowledge, Excellence and Success.
Your Financial Planner
Your Financial Planner is Jason Ellis of Southern Finance Solutions. Jason Ellis is a Director of Southern Finance Solutions Pty Ltd and he is an Authorised Representatives of Politis Investment Strategies Pty Ltd, ASIC Authorised Representative Numbers 001240433.
Southern Finance Solutions Pty Ltd is a Corporate Authorised Representative of Politis Investment Strategies Pty Ltd, ASIC Authorised Representative Number 001240432.
Southern Finance Solutions Pty Ltd is a Corporate Authorised Representative ASIC Authorised Representative Numbers 001240432 of Politis Investment Strategies Pty Ltd ABN 71 106 823 241, an Australian Financial Service Licence holder, No. 253125.
Jason has owned and operated his own Accounting Practice for over 15 years and has a wealth of knowledge and expertise in accounting and taxation issues. Jason’s clients range from small to medium family businesses and he specialises in providing advice on entity structures, property investments and Self Managed Superannuation Funds (SMSF)
As the Director of Southern Finance Solutions, Jason is focused on providing solutions and advice in financial planning and risk insurance.
Jason obtained his Associated Diploma of Accounting in 1996.
Jason is also a qualified Real Estate Agent having obtained his Certificates IV in Property (Real Estate) in 2006.
Most recently Jason has completed his Diploma in Financial Planning and SMSF Statement of Attainment from the International Institute of Technology (IIT) in 2016.
Jason is a registered tax agent and is a fellow with the National Tax and Accountants Association (NTAA).