Positive
Reviews above 3.0 stars
Negative
Reviews below 3.0 stars
Average
Average of all reviews
Reviews
Total number of reviews
Reviewer opinions
About me
PROFESSIONAL
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.
More recently, I stepped away from the financial advice industry and immersed myself into corporate life. My first foray was as an owner and Managing Director of the Centre for Education (CIE) - the leading provider of education and thought leadership conferences to the global pension fund industry. After successfully doubling the size of CIE, the business was sold to listed research company, Euromoney. I then moved on to lead the purchase and subsequent transformation of my parents’ sultana and raisin farms in Mildura into the largest vertically integrated dried fruit business in the world, where I oversaw revenue growth from $100,000 to $70m and eventual listing on the ASX.
My foray into corporate life taught me sometimes difficult but invaluable lessons, which I readily share since returning full-time to the financial advice industry, in 2017. My strength as an adviser is that I am highly opinionated, passionate, experienced, and - after running several substantial business - knows how to assess businesses for investment. His experience at CIE provides access to both the institutional investment and pension fund industries, and a range of unique, exclusive and profitable opportunities for Wattle Partners and its clients.
PERSONAL
My wife Melanie and I have three children, Ollie, Annabelle and Audrey. They enjoy summer at the beach and winter in the snow, and are avid travellers of the world and all things good - including food, wine and most importantly gin (Melanie and I!). Originally from Mildura, I still enjoy connecting with my roots in the Sunraysia area.
PHILOSOPHY
‘I have walked many walks, and fought the good fight, from being involved with successful startups, exiting businesses to rightful owners, legal battles, 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’.
Authored by me:
Reviews
4.9
out of 5 starsMichael
46-55 years old" 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. "
07 Jul 2019Tracey
46-55 years old"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."
04 Jul 2019Fiona
65+ years old"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"
02 Jul 2019Jarrod
35-45 years old""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.""
02 Jul 2019Julia
46-55 years old"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. "
30 Jun 2019Charles
56-65 years old"Jamie has provided me with financial advice commencing in the 1990’s. It has been well considered, comprehensive with regular reporting and face to face meetings when required. "
28 Jun 2019My Expertise
-
Cashflow & Income
-
Complex Investments
-
COVID-19 Early Super Access
-
COVID-19 Early Super Access PRO BONO
-
COVID-19 Financial Hardship
-
Growing Assets
-
Margin Lending
-
Redundancy
-
Retirement Planning
-
Self Managed Super Funds
-
Shares & Investments
-
Superannuation
-
Tax Strategies
-
Wills & Estate
-
Women's Finance
Key information
- Adviser rating
- Platinum
- Years Experience
- 20 Years
- Highest qualification
-
Certified Financial Planner (CFP)
- Industry Memberships
-
1 total
- Address
- Unit 10 3 Bromham Place
Richmond, VIC, 3121 - Location
Like to know more?
I'm committed to providing quality service and meeting your needs.
Ownership Structure
-
Company
Wattle Partners Pty Ltd
-
Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
Wattle Partners Pty Ltd
-
Licensee owned by
WATTLE PARTNERS PTY LTD
My Qualifications
-
Certified Financial Planner (CFP) (2001)
Level of Qualification: Level 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution: Financial Planning Association (FPA)
-
Graduate Diploma of Financial Planning (2000)
Level of Qualification: Level 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution: Financial Services Institute of Australia (FINSIA)
-
Bachelor of Business (1997)
Level of Qualification: Level 7 - Bachelor Degree
Institution: University of South Australia (UniSA)
My Memberships
-
Financial Planning Association (FPA)
Level of Membership:
Certified Financial Planner
My Fees
- Personal Advice
- N/A
- Ongoing Advice
- N/A
- Details
-
N/A
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Michael
46-55 years old" 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. "
07 Jul 2019Customer opinions
Tracey
46-55 years old"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."
04 Jul 2019Customer opinions
Fiona
65+ years old"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"
02 Jul 2019Customer opinions
Jarrod
35-45 years old""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.""
02 Jul 2019Customer opinions
Julia
46-55 years old"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. "
30 Jun 2019Customer opinions
Charles
56-65 years old"Jamie has provided me with financial advice commencing in the 1990’s. It has been well considered, comprehensive with regular reporting and face to face meetings when required. "
28 Jun 2019Customer opinions
Lisa
56-65 years old"Jamie has provided me with broad-based and specific financial advice for over 20 years. He has a comprehensive understanding of financial planning issues, the investment environment, macro economics, superannuation strategies and risk - and he is across the constant changes there-in. I have always valued his investment advice as very sound and very specific to my personal circumstances and I believe my financial circumstances have greatly benefited from his advice over time. "
28 Jun 2019Customer opinions
Matthew
46-55 years old"Jamie provides real life advice that has helped us create and sustain a very successful business and has given us the confidence to grow both our asset base and income streams."
28 Jun 2019Customer opinions
Michael
Under 35 years old"Great adviser and would highly recommend Jamie. "
28 Jun 2019Customer opinions
Brendan
46-55 years old"I have received professional advice from Jamie for over 10 years. Jamie is a very capable, informed and considered when providing financial strategic advice. Jamie is very personable and comes with a great sense of humor. "
27 Jun 2019Customer opinions
Simon
46-55 years old"We have been very happy with Jamie's knowledge of the business and investment world. He has offered advice on a range of different areas of our families investment and succession strategies. He has been prepared to meet with us away from his office and has always been prepared to offer advice whenever it has been sought. I feel confident that the advice given was right for my needs and look forward to an ongoing relationship."
26 Jun 2019Customer opinions
Kain
35-45 years old"Jamie has given me advice in various areas of finance, including investments, self managed super funds and tax management. Jamie is always able to explain things to me in a clear and precise way. I find Jamie delivers very confident advice based on years of knowledge and experience and displays a committed vested interest into all my needs. "
26 Jun 2019Customer opinions
F
Under 35 years old"Possession of latest market knowledge "
26 Jun 2019Customer opinions
Matt
35-45 years old"Jamie's one of the most knowledgeable people in finance industry. We received and am receiving great advice helped me setting up and fast growing of my businesses. We could not recommend a better advisor."
25 Jun 2019Customer opinions
David
65+ years old"Jamie has provided me with Quality financial advice for my self managed super fund. He is attentive and tailors advice appropriate to the funds stage. He has access to product which my previous advisor never considered. The breadth of product which he can access increases not only options for my fund but reduces product and geographic concentration risk. His SOA are clear and well researched. At all times he acts in a highly ethical and independent fashion and is not tied to any accounting or platform. His fees are clear and unambiguous and agreed upfront. Jamie is easy to contact and makes himself available at short notice to discuss matters between formal quarterly reviews. "
25 Jun 2019Customer opinions
Murray
65+ years old"Jamie has been my financial advisor covering my allocated pension for a number of years. He always makes himself available vial email, SMS and face to face. Being an older investor he has tailored my portfolio for lower risk but with some growth. With his expertise he is helping me to more ethical funds both here and overseas including in the mix some EFT’,s . Despite the volatility of the markets my Pension has over the years returned double digit performance . Jamie’s Company Wattle Partners hold an annual lunch for all clients enabling a social mix and meet that I find stimulating. "
18 Jun 2019Customer opinions
stephen
46-55 years old"I have known Jamie for over 15 years. He is extremely knowledgeable and has vast experience. I dealt with Jamie predominantly in the SMSF space. I was extremely happy with the service I received from him personally and from his firm. I would highly recommend Jamie as a competent, proactive and experienced financial services professional. "
17 Jun 2019Customer opinions
Frances
65+ years old"We have found Jamie to be very personable, knowledgeable, understands our needs/concerns and is very trustworthy. We value his friendship and are very confident with his experience/advice. Frances 3931 "
14 Jun 2019Customer opinions
David
46-55 years old"I have known Jamie for many years now and he has guided me safely through a broad range of financial decisions including small business development, government assistance and developing a sound investment portfolio. Jamie has always responded in a timely manner and has always made me feel like a valued customer. Thanks for making my life richer in many ways."
13 Jun 2019Customer opinions
Peter
46-55 years old"Having recently undertaken the step of towards a travel industry start-up business after many years of working in the sector, it was Jamie’s creative outlook that has allowed me to develop a far more innovative business model than I initially envisioned. Jamie’s ability to ask exactly the right questions at the right time, as well as respectfully challenge the previous thought processes, has supported ETC develop a far more exciting and innovative product offering to the market. I look forward to continuing the journey with Jamie as we build the ETC business. "
13 Jun 2019Customer opinions
Rohan
46-55 years old"My relationship with Jamie goes back well over ten years and his relationship with our family even longer. Jamie has not only provided investment advice and management, but has sat on and been an integral member and director of our family charity ‘The Greenlight Foundation’ If you are looking for advice and careful wealth management that cuts threw all the ‘white noise’ then Jamie and Wattle Partners are the people to do just that A very hands on and cohesive team doing what all investment companies ‘should’ be doing Rohan Lewis Chair Greenlight Foundation "
13 Jun 2019Customer opinions
Hoang
46-55 years old"I worked with Jamie from 2001 to 2017 hence I knew Jamie and his style of business & investments very well. From my experience Jamie is one of the smartest people I knew. I personally watched Jamie grow from being an investment adviser for a small firm to become a director/owner of a few companies (in different industries) within a few years. I would say Jamie is an 'aggressive' investor as he is gifted with the ability to see business opportunities that people normally don't (hence he never stopped). Jamie's strength is his wealth of knowledge as he's always up to date with changes in the economy and the stock markets."
13 Jun 2019Customer opinions
Jenny
65+ years old"Jamie has been our family advisor for 20 years and I have always valued his advice and assistance with the initial establishment of, and ongoing management of our self managed fund, property investments, our wills and ongoing financial advice. He remains a valued advisor, confidant and friend. "
13 Jun 2019Customer opinions
Georgie
56-65 years old""Jamie has given me advice for our self managed super funds and managing debt. Jamie is always able to explain things to me in a clear way that makes it easy to understand. Through Jamie's knowledge and experience, I feel very confident that the advice given is right for me and in my best interest. I have received Jamie's full care and attention when I needed it.""
13 Jun 2019Customer opinions
Chris
46-55 years old"I have known Jamie for close to twenty years, during which time he has looked after my financial interests and other members of my family. He has also provided pivotal advice regarding my business and longer-term insurance and superannuation requirements. Of particular note, Jamie supported my father as he battled terminal cancer over nearly a decade - providing support and advice to him well beyond the normal call of duty. Jamie is an insightful and broad minded adviser and person who has incredible empathy when it’s needed most. The person you want in your corner, when life throws up its inevitable challenges. I can’t recommend Jamie highly enough."
12 Jun 2019Customer opinions
Oliver
65+ years old"Jamie has been our adviser for over 15 years, first meeting him when he worked for Austin Donnelly. He had been able to manage our retirement fund very well over the period, dealing with market downturns and investment markets. He makes us feel comfortable has he has a good team around him and they provide realms of paperwork to justify there recommendations. "
12 Jun 2019Customer opinions
Like to know more?
I'm committed to providing quality service and meeting your needs.
Let's chat
I'm committed to providing quality service and meeting your needs.
Please enter your details and some information about the services you need to help me give you the best possible response.