Jamie Nemtsas

Wattle Partners Pty Ltd

Platinum
21 Yrs Experience
Melbourne, VIC 3004
PROFESSIONAL I have been a Investment adviser for over 20 years. I have a Bachelor of Banking and Finance, a Post Graduate Diploma of Financial Planning and is a Certified Financial Planner and an accredited SMSF Specialist Advisor.  After starting my professional career as a junior financial adviser at AMP, I joined Investstone Wealth Management in 1999, Australia’s first fee-for-service financial advice firm, where I guided the business to substantial growth within a few short years.  My strength as an adviser is that I am highly opinionated, passionate, experienced, and - after running several substantial businesses - know how to assess businesses for investment. PERSONAL PHILOSOPHY ‘I have walked many walks, and fought the good fight, from being involved with successful startups, exiting businesses to rightful owners, , been present in the same room as some of the most successful investors in the world, and have learnt many lessons the easy way and many the hard way. But they are all lessons, it is these lessons that my current and future clients can benefit from.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 26
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Wattle Partners Pty Ltd

Level 4, 125 Flinders Ln
Melbourne, VIC 3004

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Wattle Partners Pty Ltd

AFSL 383169

4.85
26 Reviews
5
4
3
2
1
4.90
Clear communication
4.70
Knowledge & expertise
4.85
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 26

Sort by

4.75

"Jamie was one that you could depend on solid advice and many times helped plant your feet back on the ground when he thought you were losing sight of how best to grow. He guided our business through challenging cash flow concerns by introducing a short term fix that always included a long term plan."

  • Cashflow & Income
  • Small Business Advice
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jamie has provided me with extensive financial advice on a range of issues associated with planning for my retirement and explained in understandable ways the options available to me as well as the upside and downside risk. Jamie provides a comprehensive solution with access to trusted third parties for incredible value add-ons. He always listens and hears then educates and guides me with a confident firmness in a rewarding direction. I am beyond happy with Jamie’s assistance and advice, he is a star in this space."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Jamie has a intelligent and enquiring mind. He has always been across all areas of investment that I’ve utilised. He is very well connected in the commercial world and as a result has numerous entree into many areas which have been of great benefit to both my own understanding, knowledge and portfolio strength. All these attributes give me the confidence to take his advice, and I have every confidence in recommending him as an adviser"

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'Jamie has given me advice in areas including loan products, self managed super funds and managing debt. Jamie was able to explain things to me in a clear way. Through Jamie's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Jamie's full care and attention when I needed it.'"

  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Jamie assisted my family in sorting out my mother’s will and estate. He was compassionate and understanding in how he dealt with the family, very generous with his time and expertise, and explained everything clearly."

  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Jamie has provided me with financial advice commencing in the 1990’s. It has been well considered, comprehensive with regular reporting and face to face meetings when required."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jamie has provided me with broad-based and specific financial advice for over 20 years. He has a comprehensive understanding of financial planning issues, the investment environment, macro economics, superannuation strategies and risk - and he is across the constant changes there-in. I have always valued his investment advice as very sound and very specific to my personal circumstances and I believe my financial circumstances have greatly benefited from his advice over time."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jamie provides real life advice that has helped us create and sustain a very successful business and has given us the confidence to grow both our asset base and income streams."

  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Great adviser and would highly recommend Jamie."

  • Insurance Protection
  • Managing Debt
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I have received professional advice from Jamie for over 10 years. Jamie is a very capable, informed and considered when providing financial strategic advice. Jamie is very personable and comes with a great sense of humor."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 26

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Business

Level
7 - Bachelor Degree
Institution
University of South Australia (UniSA)
Completed
1997

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2001

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2000

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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