SMSF Specialist Adviser™
CFP, DFP, SSA
ASIC Adviser Identification number 235874
Jamie is the founder and manager of the practice, and has been working in the financial services industry since 1986. He holds a Diploma of Financial Planning, is a CERTIFIED FINANCIAL PLANNER® practitioner and a member of the Financial Planning Association of Australia. He is also a member of the SMSF Association, the Self Managed Super Fund Professional Association of Australia which is recognised as the peak body for professional advisers and the leading association within the SMSF industry in Australia, and is an accredited Specialist Adviser in this complex field. Jamie also holds a Specialist accreditation in the area of Aged Care. Jamie is proud of the fact that many clients who started with Wealthwise more than 25 years ago remain clients to this very day. Jamie has an abundance of knowledge and experience in all facets of financial planning gained over the years, providing advice to many individuals and business owner clients.
ABN 54 139 889 535 AFSL 357306