Jamie Klason
Financial Adviser
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About
Jamie Klason is an ASIC-registered financial adviser based in Narre Warren, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With an Advanced Diploma of Financial Planning (2011) and a Graduate Diploma of Financial Planning (2024) from Kaplan Higher Education, Jamie possesses a strong foundation in financial principles and is committed to ongoing professional development. As a member of the Financial Advice Association of Australia (FAAA), Jamie adheres to the highest ethical and professional standards. Jamie is authorized to provide advice on a wide range of financial products, ensuring clients receive holistic solutions to meet their unique needs. This includes superannuation, insurance, wealth management, and retirement planning. Key services offered include: • Superannuation advice • Insurance solutions (Investment Life Insurance and Life Risk Insurance) • Wealth management strategies • Retirement planning guidance • Investment advice (Securities and Derivatives) • Retirement Savings Accounts • Government Debt Securities • Foreign Exchange Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance, Jamie Klason is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What financial planning services does Jamie Klason offer?
Jamie Klason provides comprehensive financial advice, including superannuation advice, insurance solutions (Investment Life Insurance and Life Risk Insurance), wealth management strategies, retirement planning guidance, and investment advice on securities and derivatives.
What qualifications does Jamie Klason have?
Jamie Klason holds an Advanced Diploma of Financial Planning (2011) and a Graduate Diploma of Financial Planning (2024) from Kaplan Higher Education. Jamie is also a member of the Financial Advice Association of Australia (FAAA).
How can Jamie Klason help me with my retirement planning?
Jamie can assist you in developing a tailored retirement plan, including strategies for maximizing your superannuation, creating income streams, and managing your investments to ensure a comfortable retirement.
What should I expect during my first meeting with Jamie Klason?
During your initial consultation, Jamie will take the time to understand your financial situation, goals, and risk tolerance. They will then provide you with an overview of how they can help you achieve your objectives and outline the next steps in the financial planning process.
Why should I choose Jamie Klason as my financial advisor?
Jamie Klason is an ASIC-registered financial advisor with the qualifications, experience and industry affiliations to ensure you receive the highest level of service and expertise. He provides personalized advice tailored to your specific needs and goals, helping you make informed decisions about your financial future.
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