Financial Adviser
· MELBOURNE, VIC
Jamie Ronald Laird
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000264442
Jamie Ronald Laird is a financial adviser based in Melbourne, Victoria, with 27 years of experience in the financial services industry. Jamie is currently authorised under Unisuper Management 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 CFP Education Program from Financial Planning Association (FPA) / Deakin University. Jamie is a member of Financial Advice Association of Australia (FAAA).
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
2003
Diploma of Financial Planning
Financial Planning Association (FPA) / Deakin University
2005
CFP Education Program
Financial Planning Association (FPA) / Deakin University
2023
Graduate diploma of financial planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register