Summary

Jamie is an Authorised Representative of JSM Management Pty Ltd. He has over 30 years of experience in Accounting and Financial Services. Jamie is a Certified Financial Planner (CFP), the highest designation in financial planning, coupled with commitment to the highest ethical standards. He also holds the following qualifications and certifications: Diploma of Financial Planning (DFP) Associate Diploma of Business Studies (Accounting) Financial Advice Association Australia (FAAA) Member Fellow Member of the SMSF Association (Self-Managed Super Fund Professionals Association of Australia) Jamie is a strong believer helping people to control their own destiny and in building long-term, close relationships with clients, many of whom have been with him for over 20 years. Jamie is motivated by partnering with clients to achieve their financial goals and objectives, from buying their first home to business succession and retirement planning, and living the lifestyle they’re worked hard to enjoy. He achieves this by providing caring and personalised, goal focused advice. Jamie specialises in the core areas of investment advice and wealth creation, Self-Managed Superannuation Funds and retirement planning. Being a small business owner himself, Jamie also works closely with many clients (often also small business owners) who may have complex corporate structures and trusts.