WealthWorks WealthWorks
General Advice Warning: Any information provided is general in nature and does not consider your personal objectives, financial situation, or needs. Consider seeking independent advice before making financial decisions.
SJ

Scott Jamieson

Financial Adviser

Enlightened Financial Solutions (EFS)
Mackay, QLD 4740

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Scott Jamieson is an ASIC-registered financial adviser based in Mackay, QLD, committed to helping clients achieve their financial goals through tailored advice and comprehensive financial planning strategies. Scott holds a Bachelor of Financial Planning from Central Queensland University and a Diploma of Financial Planning from Kaplan Professional Education. He has also completed an Advanced Diploma of Financial Services (Financial Planning) and a Certificate IV in Finance and Mortgage Broking. Further enhancing his expertise, Scott has completed studies in Self Managed Superannuation Funds and Ethics and Professionalism in Financial Advice. He is a proud member of the Financial Advice Association of Australia (FAAA). Authorised to provide advice on a broad range of financial products, Scott specialises in superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He is able to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Scott's key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Ready to take control of your financial future? Contact Scott Jamieson today for a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation strategies Retirement planning Wealth accumulation Insurance advice Investment strategies Risk management

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000502728

Verify on ASIC Register

Authorised Representative Number

000325024

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Scott Jamieson offer?

Scott Jamieson specialises in superannuation advice, retirement planning, wealth management, and insurance solutions. He can provide advice on a range of financial products, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What are Scott Jamieson's qualifications?

Scott Jamieson holds a Bachelor of Financial Planning, a Diploma of Financial Planning, an Advanced Diploma of Financial Services (Financial Planning), and a Certificate IV in Finance and Mortgage Broking. He has also completed studies in Self Managed Superannuation Funds and Ethics and Professionalism in Financial Advice.

What is the process of working with Scott Jamieson?

The process typically starts with an initial consultation to understand your financial goals and current situation. Scott will then develop a tailored financial plan to help you achieve those goals. Regular reviews will ensure the plan remains aligned with your changing needs.

How can Scott Jamieson help me with retirement planning?

Scott can help you determine your retirement income needs, assess your current retirement savings, and develop a strategy to help you achieve your retirement goals. This may involve superannuation advice, investment strategies, and strategies to maximise your retirement income.

Is Scott Jamieson a member of any professional associations?

Yes, Scott Jamieson is a member of the Financial Advice Association of Australia (FAAA).

Get in Touch

Contact Scott directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.