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AJ

Alexander Jamieson

Financial Adviser

AJ Financial Planning or Jamieson Private Wealth
South Yarra, VIC 3141

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About

Alexander Jamieson is an ASIC-registered financial adviser based in South Yarra, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Alexander holds a Bachelor of Business from Victoria University (1999) and a Master of Financial Planning from Kaplan Professional (2021). He is a Fellow Chartered Financial Practitioner (FChFP) with the Association of Financial Advisers (AFA) since 2013, demonstrating his commitment to upholding the highest standards of professionalism. He also holds certifications in Ethics and Professionalism in Financial Advice from Kaplan Professional (2019) and the FASEA Exam Standard Certification (2020). As a member of the Financial Advice Association of Australia (FAAA), Alexander stays abreast of the latest industry developments and best practices. Alexander is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. His expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, Government Debt Securities, and Foreign Exchange. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Ready to take control of your financial future? Contact Alexander Jamieson today to schedule 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 Foreign Exchange Retirement planning Superannuation advice Wealth accumulation Investment strategies Insurance solutions Financial planning

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000387267

Verify on ASIC Register

Authorised Representative Number

000244428

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Alexander Jamieson offer?

Alexander Jamieson provides comprehensive financial advice covering superannuation, insurance, wealth management, retirement planning, and investment strategies. He is authorised to advise on a wide range of financial products, including securities and insurance policies.

What are Alexander Jamieson's qualifications and experience?

Alexander holds a Bachelor of Business, a Master of Financial Planning, and is a Fellow Chartered Financial Practitioner (FChFP). He has been working in the financial services industry since 1999, providing expert advice and guidance to his clients.

How does Alexander Jamieson approach financial planning?

Alexander takes a client-centric approach, focusing on understanding your unique circumstances and goals. He develops personalized financial plans tailored to your specific needs, helping you achieve financial security and prosperity.

What should I expect during my first consultation with Alexander?

During your initial consultation, Alexander will discuss your financial situation, goals, and concerns. He will explain his services and how he can help you achieve your objectives. This is an opportunity for you to ask questions and determine if Alexander is the right financial advisor for you.

How can Alexander Jamieson help me with my retirement planning?

Alexander can help you develop a comprehensive retirement plan that considers your income needs, lifestyle goals, and risk tolerance. He can provide advice on superannuation, investment strategies, and other retirement savings options to help you enjoy a comfortable retirement.

Get in Touch

Contact Alexander 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.