Why choose AJ Financial Planning?
Innovative Advice
We pride ourselves on delivering innovative solutions and a fresh perspective to our clients’ financial situations.
Tailored Financial Advice
We believe that having a thoughtful, well crafted and high quality financial advice is paramount in our view to financial success.
One-on-One Approach
We understand that sometimes you just want to speak to a real person who understands your financial position, and that gets what you are trying to achieve.
Our Philosophy
We enjoy watching success grow from thinking differently about the traditional formulas to life.
Our Dedicated Team
Alex Jamieson
Founder & Financial Planner
As Founder of AJ Financial Planning, Alex is without a doubt the brains behind our team! With a couple of decades of experience in financial planning and gentle warm nature, clients feel at ease with Alex. He works tirelessly to build innovative strategies and develop leading-edge portfolios for his clients. He holds a Bachelor of Business and a Master in Financial Planning
Lawrence Garabis
Paraplanner
Lawrence holds a Bachelor of Science in Finance and is currently completing his Masters in Financial Planning. His knowledge of excel and data modelling is unprecedented. He provides valuable support to our research analysis process, Alex, and also our client service team.
Kara Salim
Client Service Officer
Kara holds a Master of Finance from the University of Melbourne and has over a decade of experience in the capital markets. Her ability to understand and analyses complex financial modelling is really exceptional also provides great support to our client service team.
Suzy Jamieson
Office Manager/ Administration Assistant
Suzy is our friendly and multi-talented go to for all things administration and client services. Suzy holds a Bachelor of Commerce (Management and Marketing).
Kevin Alvarado
Team Leader- Client Service Assistant
Liza Jane Robles
Junior Client Service Assistant
Daren Padolina
Junior Client Service Assistant
Angelin Kho
Junior Client Service Assistant
Arhean Ganea
Junior Client Service Assistant
Diana Arriesgado
Executive Assistant
Juvy Galera
Junior Client Service Assistant
Latest On The Blog
We write about financial topics but a wide range of other subjects including socio-economics, environmental issues and more.
AJ Radio & Podcast
In this 27th Episode of AJ Radio, we discuss the effects of the COVID-19 pandemic and the opportunities to think about for your investment portfolio.
Listen to the episodeOn the Blog
Alchemy has been around for centuries. It is based on the notion of being able to convert base metals into gold. For centuries, man has pursued this idea with a view to benefiting or making money from this mystical art form – with little success.
Read the articleHear Alex Jamieson speak on Sky News about the proposed changes to super and what this “Wealth Tax” might mean for all Australians.
Hear Alex Jamieson, speak on Ch7 National News about the Major changes that are coming to the pension next week.
Click here or on image to watch
Our Latest Insights
Watch some of our latest videos for our thoughts on the market and world at large.
Get In Touch Today!