Jamie Andersen
Financial Adviser
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About
Jamie Andersen is an ASIC-registered financial adviser based in Chatswood, NSW, dedicated to helping clients achieve their financial goals with tailored advice and strategies. With a strong educational foundation that includes a Bachelor of Business (Finance & Accounting) from the University of Technology Sydney and an Advanced Diploma of Financial Planning from Kaplan Professional, Jamie combines academic knowledge with practical experience gained over many years in the financial services industry. Jamie also holds an ASX Accreditation and SMSF Knowledge certification. Jamie is authorized to provide advice on a broad range of financial products, ensuring comprehensive support for clients at every stage of life. His expertise encompasses superannuation, insurance, wealth management, and retirement planning. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or require advice on insurance and superannuation, Jamie provides personalized solutions to meet your unique needs. Contact Jamie today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Jamie Andersen provide?
Jamie Andersen specialises in providing comprehensive financial advice, including superannuation, insurance, wealth management, retirement planning, and investment strategies.
What qualifications does Jamie Andersen have?
Jamie holds a Bachelor of Business (Finance & Accounting), a Diploma of Financial Services (Financial Planning), ASX Accreditation, an Advanced Diploma of Financial Planning, and SMSF Knowledge certification.
How does Jamie Andersen approach financial planning?
Jamie takes a personalized approach, working closely with each client to understand their unique financial situation, goals, and risk tolerance. He then develops tailored strategies to help them achieve their objectives.
What can I expect during my first consultation with Jamie Andersen?
During your initial consultation, Jamie will discuss your financial goals, current situation, and any concerns you may have. This meeting is an opportunity for you to get to know Jamie and for him to understand your needs.
Does Jamie Andersen provide advice on Self-Managed Super Funds (SMSFs)?
Yes, Jamie has SMSF Knowledge and can provide advice related to SMSFs, assisting you in making informed decisions about your retirement savings.
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