Jamie is a Melbourne-based Private Wealth Adviser dedicated to empowering clients to achieve financial security, with a particular focus on retirement planning. He collaborates closely with his father, David Julian, an Investment Adviser at Ord Minnett with more than 30 years of industry expertise.
Jamie’s areas of proficiency encompass retirement planning, superannuation, and investment strategy. He excels in developing customised investment strategies to optimise retirement income and facilitate seamless estate transitions. By staying abreast of market trends and continuously refining his approach, Jamie enables clients to make informed decisions and secure their financial future.
Committed to fostering long-term client relationships, Jamie guides clients through every stage of their financial journey, ensuring they achieve financial success and establish a lasting legacy.
.jpg)