Scott Jamieson

Enlightened Financial Solutions Pty Ltd

Gold
14 Yrs Experience
Mackay, QLD 4740

Recent reviews

Enlightened Financial Solutions Pty Ltd

54 Gordon Street
Mackay, QLD 4740

At a glance

  • Adviser status Gold
  • Rating 4.50
  • Number of reviews 2
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Bachelor of Financial Planning
  • Language spoken
    • English

Licensed by

Enlightened Financial Solutions Pty Ltd

AFSL 502728

4.50
2 Reviews
5
4
3
2
1
5.00
Clear communication
3.75
Knowledge & expertise
5.00
Customer care
4.25
Likely to recommend
Showing reviews 1—2 of 2

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4.50

"As new clients of Scott's we feel confident he can and will advise and guide us both with the best and safest advice in relation to our finances, pending retirement and setting up provisions for our children. I believe Scott is an honest adviser with our best interests a high priority."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Scott Jamieson profile photo

Scott Jamieson responded on December 2021

"Thanks for the positive feedback Judy. Appreciate you taking the time to do a review."

4.75

"In all areas of our portfolio Scott has always given us very sound advice in a way that is easily understood. Scotts responce to any questions or queries we have is always processed in a timely manner, he gives 110%."

  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Mortgage and Finance Association of Australia (MFAA)
Completed
2010

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Bachelor of Financial Planning

Level
7 - Bachelor Degree
Institution
Central Queensland University (CQU)
Completed
2014

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2008

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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