Your Team

Jason Bayliss

Branch Manager


Jason has over 25 years in the Trustee Industry performing various roles in the provision of customer service and advice either directly or indirectly to clients.

As manager of the Wellington team, his key role is ensuring the team remain focused on service delivery and ensuring the needs of our clients are at front of mind when developing and implementing the best client solutions.

Jason is a member of STEP and holds a Bachelor of Business Studies with Hons (Finance) and a Graduate Diploma in Business Studies (Personal Financial Planning).