Financial Adviser
· MOUNT WAVERLEY, VIC
Jamie Kajim
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002536
Jamie Kajim is a financial adviser based in Mount Waverley, Victoria, with 14 years of experience in the financial services industry. Jamie is currently authorised under Bridges Financial Services Pty Limited. 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 Master of Financial Planning from Kaplan Higher Education Pty Ltd. Jamie is a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Business and Commerce
Monash University
2012
Diploma of Financial Planning FNS50611
GWM Adviser Services Ltd trading as Advice Education
2019
Master of Financial Planning
Kaplan Higher Education Pty Ltd
2020
FPC002B Ethics & Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd
2023
Accredited Listed Product Adviser Program
Kaplan Education Pty Ltd
Registration History
The authority to provide personal financial advice on Superannuation is further limited to only HESTA products
Source: ASIC Financial Advisers Register