About Jamie

Jamie is a Private Wealth Adviser in the Perth office for the Shadforth Financial Group.

Education and experience

Jamie holds a Bachelor of Commerce (Financial Planning) from Curtin University and also holds the internationally recognised CERTIFIED FINANCIAL PLANNER®  practitioner designation, the highest qualification for financial advisers in the profession. He is also a member of the Financial Planning Association of Australia (FPA).

Jamie has been involved in the provision of personal financial advice since 2010. Over this time, he has built specialised knowledge in superannuation, retirement planning , wealth accumulation, life insurance, cash flow management, portfolio construction, and estate planning.

By focusing on what is important to clients and having a clear financial road map, Jamie aims to make a positive difference in the lives of his clients and their families helping them to lead financially stress-free lives.

Outside of work

Away from work, Jamie enjoys spending time with his partner and friends, enjoying live music and cooking food from around the world.