About Jamie

Jamie is a Private Wealth Adviser in the North Sydney office for the Shadforth Financial Group.  Although born and raised in Melbourne, he has lived in Sydney for over 20 years.

Education and experience

Jamie has worked in the investment and financial advice profession for over 30 years, and holds the following qualifications:

• Certified Financial Planner® practitioner designation
• Bachelor of Commerce Degree from Deakin University
• Diploma of Financial Planning

He was a director of boutique Melbourne advice firm Heraud Harrison, one of the firms that came together in 2008 to form Shadforth Financial Group.

Outside of work

“Jamie always so thorough in explaining everything in a simple way for us to understand.”

Joy, client since 2018

“I am totally satisfied with the current service provided by Jamie, his administration and speedy responses to my requests have been exceptional.”

Alec, client since 2020

Outside of work

Jamie is married, with two daughters in later stages of secondary school.  He enjoys a wide array of sports both as a participant and observer, continuing to play field hockey in the Sydney Masters Hockey competition.

Significant parts of Jamie’s weekends are spent on the sidelines at his daughters’ various sporting events and he is also a drummer & backing vocalist in a band.