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Jamie Woolley

Merideon Wealth Strategies

Bronze
6 Yrs Experience
Mandurah, WA 6210

I have worked in the financial planning industry since graduating university almost a decade ago and specialise in retirement planning and asset preservation. I understand that retirement is the start of a whole new adventure and not the end of one. Therefore my advice and recommendations are tailored to set you on the path to retirement without financial restraints, concerns or confusion.

At home, I love spending time with my 4 year old son. I'm also a keen sports fan, a passionate supporter of the Fremantle Dockers, but be warned…if you do start talking sport with me, the meeting could overrun by a couple of hours!

Call me today on 0415597236

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Growing Assets
  • Budgeting

My fees

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

At a glance

  • Adviser status Bronze
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Bachelor of Commerce (Economics & Finance)
  • Language spoken
    • English

Merideon Wealth Strategies

Level 1, 14 Marco Polo Drive
Mandurah, WA 6210

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523