“Helping you navigate your financial future.”
Here at AJ Financial Planning, we pride ourselves in providing highly sophisticated and curated tailored, investment and financial planning advice to clients around Australia.
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 Process
Two of the most common questions we are asked in an initial enquiry are “What is your process?” and “What do you charge?”
Our process is simple. An initial free consultation allows us to understand the scope of work required and to determine if we are able to assist you with your personal financial situation. Following this meeting, if you wish to proceed we prepare an email confirming the ‘scope of work’, which is sent through for your approval. This email outlines our understanding of your personal financial situation, the types of advice you require and the proposed costs for us to prepare this advice.
Discover the outline of the steps in our engagement process.
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 and provides valuable support to our research analysis process, Alex, and also our client service team.
Suzy Jamieson
Office Manager
Suzy is our friendly manager and multi-talented go-to for all things administration, marketing, and client services. Suzy holds a Bachelor of Commerce (Management and Marketing).
Edsel Capillanes
Operations Manager
Edsel has joined our team following an esteemed career in Project Management and Technical Support with Accenture. His diverse experience and maturity effortlessly leads the team optimising the work flow of our business.
Diana Arriesgado
Executive Assistant
Diana has a strong academic background graduating with Honours in a Bachelor of Science (Management Accounting) as well as a law degree. As executive assistant, she is a great support to Alex and you will no doubt meet her in your meetings.
Liza Jane Robles
Client Service Assistant
Liza graduated her Bachelor of Marketing Management with Honours. Her deep understanding of the finance market, hard work and her attention to detail has resulted in Liza being one of our most experienced Client Service Assistants.
Daren Padolina
Client Service Assistant
Daren graduated her degree in Finance with high honours. Her solid foundation in finance has led to Daren becoming a senior Client Service Assistant in our team.
Arhean Ganea
Junior Financial Officer
Arhean’s qualifications include a Bachelor of Accountancy with the highest Honours. Her strong proficiency in financial analysis has set her well for her role as Junior Financial Officer helping clients with their tax returns.
Gwyneth Clarin
Junior Client Service Assistant
Gwyneth attained High Honours in Management Accounting. Her analytical mindset has prepared her well for role of Junior Client Service Assistant.
Brigeth Legitimas
Junior Marketing Assistant
Brigeth graduated with High Honours in Business Administration (Marketing Management). Her strategic and creative mind has been an asset to Suzy in all areas of marketing and communication.
Juvy Galera
Client Service Assistant
Juvy completed her Finance degree with High Honors. Her strong grasp of finance has made her a excellent senior member of the client service team.
Angela Campomanes
Junior Financial Officer
Angela finished her Management Accounting degree with High Honours. Her strong analysis of data has been invaluable in her role of a Junior Financial Officer helping clients with their tax returns.
Therese Aquino
Junior Client Service Assistant
Therese finished her studies with an Honours in Management Accounting. Her love for numbers has seen her a welcomed member of the Client Service team.
Anna Barlisan
Junior Financial Analyst
Anna graduated top of class in her Bachelor of Science Statistics. Her passion for numbers and complex calculations make her perfectly suited to the role of Junior Financial Analyst.
Aimee Dayaganon
Client Service Officer
Aimee completed studies with Honors in Mathematics. Her ability to solve complex tasks has seen her rise to a senior member of our Client Service team.
Raven Picorro
Compliance Officer
Raven graduated with Honours in Management Accounting. Her comprehension of the importance of procedures and regulations has seen her glide into the role of Compliance Officer.
Shaina Algar
Junior Client Service Officer
Shaina holds a Bachelor of Science in Accountancy. Her keen attention to detail has made her a great member of the Client Service team.
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 episode
On 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 article
Hear 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.
Press & Media Features
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