Jamie Andersen

Shorebridge Wealth Advisers

Gold
20 Yrs Experience
Chatswood, NSW 2067

Recent reviews

Shorebridge Wealth Advisers

Suite 302, Level 10, 10 Help St
Chatswood, NSW 2067

Opening hours

  • 8:00am – 6:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.70
  • Number of reviews 1
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Bachelor of Business (Accounting and Finance)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135

4.70
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
3.75
Likely to recommend
Showing review 1 of 1

Sort by

4.75

"Jamie has taken care to understand my values and preferences while protecting my interests. He goes the extra mile to find suitable investments and maintain diversity in my portfolio. Thanks Jamie."

  • Self Managed SuperFunds
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Self Managed SuperFunds
  • Socially Responsible

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2014

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Bachelor of Business (Accounting and Finance)

Level
7 - Bachelor Degree
Institution
University of Technology Sydney (UTS)
Completed
2002

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Commonwealth Bank
Completed
2004

Self Managed Superannuation Funds

Level
0 - Training / Exam / Other
Institution
Monarch Institute
Completed
2021

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Jamie's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Jamie able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Jamie's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Jamie to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Jamie?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Jamie provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Jamie may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Jamie Andersen
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens