Jamie Pi

Plutus Financial Planning

Gold
15 Yrs Experience
Keysborough, VIC 3173

I'm an experienced advisor servicing clients from all walks of life. Well educated and experienced plenty of ups and downs in life, I'm well equipped to help my clients with all their needs.

Expertise

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Property Investment
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 14
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Master of Financial Planning
  • Languages spoken
    • English
    • German
    • Mandarin

Plutus Financial Planning

Level 5, 31 Fiveways Boulevarde
Keysborough, VIC 3173

Opening hours

  • 9:00am – 3:00pm Saturday
  • 9:00am – 7:00pm Monday – Friday

Meeting methods

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

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135