WHY CHOOSE AJ FINANCIAL PLANNING?
Here are just a few of the reasons why you should choose us as your financial partners!
Innovative Advice
We pride ourselves on delivering innovative solutions and a fresh perspective to our clients’ financial situations.
Tailored Financial Advice
We believe that having a thoughtful, well crafted and high quality financial advice is paramount in our view to financial success.
One-on-One Approach
We understand that sometimes you just want to speak to a real person who understands your financial position, and that gets what you are trying to achieve.
Our Philosophy
We enjoy watching success grow from thinking differently about the traditional formulas to life.
Our Dedicated Team
Alex Jamieson
Founder & Financial Planner
As Founder of AJ Financial Planning, Alex is without a doubt the brains behind our team!
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 is our talented resident propeller-head, spending most of his days immersed in charts and financial modelling to provide cutting-edge information so our team can get results!
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!
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