Jason Sweeney
About Jason Sweeney
Jason Sweeney is a Technical Team Lead at KPMG Australia, with over 25 years of experience in the finance sector. He has held various roles across multiple organizations, including senior positions in financial planning and consultancy.
Work at KPMG Australia
Jason Sweeney has been serving as a Technical Team Lead at KPMG Australia since 2021. He works from the Melbourne office and has accumulated three years of experience in this role. His responsibilities include overseeing technical operations and leading a team to ensure the delivery of high-quality services.
Previous Experience in Finance and Consultancy
Before joining KPMG, Jason Sweeney held various roles in the finance and consultancy sectors. He worked at a Big 4 Consultancy Firm as a Quality Assurance Manager and Senior Case Assessor in 2019. His earlier experience includes positions at Esanda, Royal Bank of Scotland, and AXA UK, where he gained expertise in sales, customer relations, and financial planning.
Education and Expertise
Jason Sweeney has a comprehensive educational background in finance. He holds a Bachelor of Commerce (BCom) from the University of Southern Queensland. He has also achieved several qualifications, including a Diploma of Financial Services, Certificate IV in Finance and Mortgage Broking, and Certified Financial Planner status from the Financial Planning Association of Australia.
Founding Sweeney Financial Services
In July 2012, Jason Sweeney founded Sweeney Financial Services to enhance his influence and control over client services. He served as a Senior Financial Planner at this firm until 2018, focusing on providing tailored financial planning strategies and advice to clients.
Diverse Background in Finance
Jason Sweeney has a diverse background in finance, with experience in lending, investment, group pension administration, and financial planning strategies. His roles have equipped him with flexible thinking skills and a broad understanding of various markets, enabling him to address complex client scenarios effectively.