Financial Adviser
· CHATSWOOD, NSW
Jamie Andersen
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000311734
Jamie Andersen is a financial adviser based in Chatswood, New South Wales, with 24 years of experience in the financial services industry. Jamie is currently authorised under Capstone Financial Planning Pty Ltd. Jamie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Finance & Accounting) from University of Technology Sydney.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Business (Finance & Accounting)
University of Technology Sydney
2004
Diploma of Financial Services (Financial Planning)
The Commonwealth Bank of Australia
2011
ASX Accredited Listed Product Adviser Program
Kaplan Professional
2014
Advanced Diploma of Financial Planning
Kaplan Professional
2021
SMSF Knowledge
Monarch Institute
Registration History
Excludes Self Managed Superannuation Funds
APS MELB PTY LTD
Source: ASIC Financial Advisers Register