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.
‘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.
Jamie was one that you could depend on solid advice and many times helped plant your feet back on the ground when he thought you were losing sight of how best to grow. He guided our business through challenging cash flow concerns by introducing a short term fix that always included a long term plan.
Jamie has provided me with extensive financial advice on a range of issues associated with planning for my retirement and explained in understandable ways the options available to me as well as the upside and downside risk. Jamie provides a comprehensive solution with access to trusted third parties for incredible value add-ons. He always listens and hears then educates and guides me with a confident firmness in a rewarding direction. I am beyond happy with Jamie’s assistance and advice, he is a star in this space.
Jamie has a intelligent and enquiring mind. He has always been across all areas of investment that I’ve utilised. He is very well connected in the commercial world and as a result has numerous entree into many areas which have been of great benefit to both my own understanding, knowledge and portfolio strength. All these attributes give me the confidence to take his advice, and I have every confidence in recommending him as an adviser
'Jamie has given me advice in areas including loan products, self managed super funds and managing debt. Jamie was able to explain things to me in a clear way. Through Jamie's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Jamie's full care and attention when I needed it.'
Jamie assisted my family in sorting out my mother’s will and estate. He was compassionate and understanding in how he dealt with the family, very generous with his time and expertise, and explained everything clearly.
- Adviser status Silver
- Number of reviews 26
- First year providing advice 2001
- Years of experience 23
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
Wattle Partners Pty LtdLevel 4, 125 Flinders Ln
Melbourne, VIC 3004
- 8:00am – 5:00pm Monday – Friday
Wattle Partners Pty Ltd