About Us

We just think differently - about the world, about investing, and how we approach financial strategy. We have this ingrained DNA in the company that allows us to see things that others are missing. Whether it be investment or financial opportunities, we incorporate them into our strategy to propel clients forwards.

We are also so proud of what we have achieved over the past 13 years. We manage around $300 million on behalf of clients from all around Australia. We also believe there is something special about a family-run business too. Those values are transcended in the fabric of our business and team members which is such a juxtaposition to the normal cold-hearted financial world.

Our days are spent working on complex financial problems, managing investments for our clients in a rapidly changing landscape and developing strategies for how to best transform clients’ financial positions with amazing results.

The fabric of our business is unique and we welcome you to come and experience it first-hand.

 

Our Purpose

Our purpose is to help you, our client, have an inspiring, awesome future!

To achieve this, at AJ Financial Planning we take great time and care in crafting a strategic financial blueprint to help move you towards your financial goals and objectives.

We also take a unique and fresh perspective when it comes to the investment markets and investment strategies that are implemented and also managed for our clients.

Over the years, we have found that in reality, it is not just a lump sum of money- a pot of gold at the end of the rainbow- that most clients seek. Rather, it is how they can make that money work in their favour; what capital and cashflow can deliver to them at the right time. As such, we have worked with clients all over Australia to guide them carefully and prudently through life’s financial maze.

 
 
 

Our Dedicated Team

All our financial planners are authorised representatives or employees under AJ Financial Planning Pty Ltd which holds an Australian Financial Services Licence (387267).  Under this licence, we have the ability to develop portfolios and strategies that are robust and built on sound, thoughtful advice that is in the best interest of our client’s financial future. AJ Financial Planning holds our own Australian Financial Services License. Please click here to read  Our Privacy Policy

 

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 Officer

Liza Jane Robles

Junior Client Service Officer

 

Daren Padolina

Junior Client Service Officer

Angelin Kho

Junior Client Service Officer

Arhean Ganea

Junior Client Service Officer

Diana Arriesgado

Executive Assistant

Juvy Galera

Junior Client Service Officer

 

Sustainable Investments

AJ Financial Planning is unique in that we can craft a portfolio that not only meets your investment and financial objectives but aligns with values, including sustainability.

 
 

Environmental

At AJ Financial Planning, we spend a lot more time than most other financial planning companies perusing and carefully analysing the markets, the economy, and identifying investment opportunities. In doing so, we give a great deal of consideration to the environment and society’s wellbeing. When we select investment options, we want to be proud owners of these assets. Part of this is making ethical choices, to ensure the companies attached to those investments are not engaging in projects that destroy our planet, mistreat or exploit vulnerable people. We are committed to making the planet a better place and only invest in companies that uphold the same vision and values for the environment and future generations.

 

Our Philosophy

Over a lifetime, most people need to make numerous financial decisions. Some of these decisions may be daunting, while others are more straightforward. In a rapidly changing world, with vast sources of information readily available, information fatigue can sometimes feel overwhelming. As such, AJ Financial Planning feels that it is important to have a trusted sounding board to discuss each one of these decisions as they arise, to ensure you maximise every opportunity during your life’s journey.

As part of our service, we aim to introduce a fresh perspective and provide some innovative ideas to provide you with a better understanding and insight, which will help make difficult decision-making processes simpler and less stressful.

We also recognise that some financial decisions can have lifestyle implications on your day-to-day life. So, at each cross roads, we discuss the merits of each financial decision and how this may affect your lifestyle, to ensure a balanced perspective is maintained.

 

Get In Touch Today!

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