Jason Kuan is a mortgage and finance broker and entrepreneur based in Melbourne. He works with AxJ Finance Brokers, specialising in helping people over 50 and small business owners leverage someone else’s money to achieve their dreams. Whether clients are looking to buy a home, build a business, or create intergenerational wealth, Jason is there to guide them every step of the way.
Jason’s mission is to teach people how to use money wisely to build a better future. He shares strategies that help individuals save, borrow, and pay off debts effectively. His goal is to spread positivity and make a meaningful impact on as many lives as possible.
When it comes to money, Jason believes it can be a powerful tool if used correctly. He has seen how an unhealthy relationship with money can destroy lives and tear families apart. But in the right hands, money is empowering. It’s like the ink in a pen to write one’s own story.
With money, people can buy homes for their families, provide shelter, and create a safe space for children to grow. It allows them to build fond memories and lay the foundation for a meaningful life. Money also enables individuals to invest, build businesses, and achieve financial freedom—the freedom to live on their own terms, do whatever, whenever, wherever, however, and with whomever they choose.
Jason Kuan believes that with money, people can leverage someone else’s expertise and labour. When spent wisely, it buys time and mental clarity, and can even strengthen interpersonal relationships.
If you’re ready to take control of your financial future, reach out to Jason Kuan at AxJ Finance Brokers. Let him help you leverage someone else’s money to build your dreams and achieve financial freedom. Visit www.axjfinancebrokers.com.au or www.jasonkuan.com.au to learn more.
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Dave Mayes
Jason was great, very thorough, knowledgeable and always super responsive to support queries. Highly recommended!
Shalini Chandaran
Working with Shern Advisory has been one of the most personalised and supportive experiences we’ve ever had in our home‑buying journey. We’ve dealt with many brokers over the years, but none have come close to the level of dedication, care, and genuine commitment that Shern showed us. He treated our housing application as if it were his own, every detail, every follow‑up, every challenge was handled with a level of ownership that is incredibly rare in this industry. Even when unexpected hurdles came up, he stayed closely connected with both my husband and me, checking in regularly and supporting us not just through the process, but emotionally as well. It never felt transactional; it felt like having someone in our corner who truly wanted our dream to come true. Shern Advisory listens. They take the time to understand your situation deeply and work tirelessly to find the best pathway forward. Their personalised approach made all the difference for us, and we are genuinely grateful for the commitment, patience, and heart they brought to this journey. If you’re looking for a broker who doesn’t just process your application but stands with you through every step — Shern Advisory is the one. Thank you Jason & Rachel, from the bottom of hearts❤️
Donna Maitland-Smith
I cannot recommend Jason from Shern Advisory highly enough. As a self-employed business owner looking to purchase a rural property, I genuinely believed home ownership was still years away. Between the complexities of self-employment and rural property security, I expected obtaining finance would be an uphill battle. Jason saw things differently. What stood out from day one was that Jason took the time to understand me, my circumstances and what I was trying to achieve. I never felt like a file, a number or a sales opportunity. I felt heard, understood and supported by someone who was genuinely invested in helping me achieve my goal. Jason understood the assignment from the outset. He explored multiple options, advocated with lenders, thought creatively when challenges arose, and kept me informed every step of the way. There was never any pressure or sales pitch. Instead, he presented options clearly, explained the pros and cons, and helped me make informed decisions that aligned with my goals. His communication, persistence, availability, problem-solving skills and ability to navigate complex lending scenarios were exceptional. Even when things felt uncertain, Jason remained focused on finding a pathway forward. Numbers are important in lending, but what sets Jason apart is his ability to look beyond the numbers and see the person behind them. Thanks to his expertise and determination, I am now the proud owner of my dream property, something I genuinely did not think would happen this soon. If you're looking for a broker who genuinely cares, advocates for his clients and goes above and beyond to help them achieve their goals, I would not hesitate to recommend Jason and the team at Shern Advisory.
Karina Foo KM (Karimei)
Jason is not just anotehr mortgage broker. He has a world of experience in property as a buyer's advocate before, and that's when he truly gives so much value to his clients. His experience and patience to explain things gives any buyer the confidence they need to make decisions that are right for them. Couldn't recommend him enough!
Kosta Vassilacopoulos
I wasn't sure what to expect from an introductory call with a mortgage broker I'd only just connected with but this ended up being one of the most genuinely useful conversations I've had since launching my buyers advocacy practice. What stood out most was that Jason put the relationship first. I now feel completely comfortable picking up the phone and asking him a question on behalf of a client, even if there's no transaction on the table. That kind of approach is rare and exactly what I look for in someone I'd refer clients to. If you're looking for a broker who actually adds value beyond just getting a loan approved, I'd highly recommend reaching out to Jason.
Shannon Eduards
Jason helped me discover what type of loan was perfect for me. He understands my situation and proposed a few different scenarios for me to contemplate. He has instilled his knowledge in me and I’m going into this loan application process with confidence. I can highly recommend him. Thanks Jason!
Specialties
Self Employed Loans
Over 50s Lending
Investment and Trust Lending
Bridging Loans
Memberships
MFAA
Qualifications
Diploma of Finance and Mortgage Broking Management
Bachelor of Property and Construction
Cert IV – Property Services (Real Estate)
Responsible Manager - Australian Credit License 550893
Languages
English
Mandarin
Cantonese
Experience
Lender Count: 35
Broker Since: 2013