About Us

Our Purpose

In short, AJ Financial Planning’s purpose is to help each of our clients to achieve and enjoy an inspiring, fulfilling future!

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Our Philosophy

Our investment philosophy at AJ Financial Planning is to balance your lifestyle goals with your financial objectives, and construct a plan using sophisticated strategic modelling, using both fundamental and technical analysis.

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Our Process

Our process is simple. At AJ Financial Planning, we offer a FREE no-obligation appointment to obtain a thorough understanding of your personal lifestyle and financial situation. We then prepare a financial plan for you……absolutely FREE! If you like our recommendations, then you have the choice to proceed. Let us show you what we can do for you, and you reap the rewards!

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MEET OUR TEAMWelcome to the AJ Financial Planning team!

ALEX JAMIESON

Founder & Financial Planner

ALEX JAMIESON

Founder & Financial Planner

As Founder of AJ Financial Planning, Alex is without a doubt the brains behind our team!   Read more…..

BEN CROWE

Financial Planner

BEN CROWE

Financial Planner

Ben is one of our superstar resident financial planners, who has been in the industry for over a decade. His specialities include developing robust financial strategies to power our clients forward!

SHAUN GILBERT

Para Planner

SHAUN GILBERT

Para Planner

Shaun is our talented resident propeller-head, spending most of his days immersed in charts and financial modelling to provide cutting-edge information our team can get results!

SUZY JAMIESON

Administration Assistant & Marketing Manager

SUZY JAMIESON

Administration Assistant & Marketing Manager

Alex agrees that behind every good man is a good woman- and Suzy is no exception. Suzy keeps our team running by taking care of all the administrative tasks, as well as adding her magical marketing touch to the business!

About Us

AJ Financial Planning is an innovative, creative financial planning firm located in Porter Street, Prahran. We presently have clients in all major states of Australia, and frequently travel to conduct face-to-face meetings. This allows  us to work one-on-one with them to achieve their goals and objectives in a friendly and personal manner. 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. AJ Financial Planning is not owned by a major financial institution as we hold our own Australian Financial Services Licence.

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. Read more….

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. Read more….

WHAT PEOPLE SAY ABOUT US