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Jamie Andersen

B.Bus, Diploma in Financial Planning

Financial Adviser

With over seventeen years experience within the financial markets and financial services divisions of industry leaders such as Citibank, Westpac and CBA,  Jamie has developed a wealth of knowledge and experience which has equipped him well to help his clients build and protect their wealth through considered investment and risk management strategies.

 

In providing financial advice to his clients since 2002, Jamie has developed a firm appreciation of the responsibility that advisers are charged with. He brings a conservative approach and a solid foundation from which to guide his clients through the various financial challenges and life stages they may face. 

 

Whilst he specialises in wealth creation strategies, Jamie believes it is important to take a ‘big-picture’ approach to financial planning, within which wealth (and family) protection is critically important.

 

Jamie is passionate about world economics and could comfortably spend his day trawling through the financial press. He has an adventurous spirit and loves to travel off the beaten path. He is also passionate about photographing the world and the people that live in it.

 

Prior to becoming a family man Jamie was an active member of the Volunteer Bushfire Brigades and the Australian Army Reserve.