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 4.90
  • 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