Alex Jamieson

ABOUT

 

AJ Financial Planning is a unique and innovative financial planning firm located in Prahran, Melbourne. The firm takes an active approach to investing.  Through the investment strategy adopted, we can use investment options that have the potential to profit in a rising market, but also ones which can profit in a falling market. In addition to this, the firm can craft a personally tailored direct investment portfolio for you.  This portfolio takes into account your personal investment values in the areas of ethical and sustainable investments options.  Investments can be made via domestic or international markets.

CONTACT INFO

 

Contact: Alex Jamieson

Email: alex@ajfp.com.au

Phone: 03 9077 0277

Website: www.ajfp.com.au

Address: 49A Porter Street, Prahran VIC 3181

 
Cert Symbol

CERTIFICATION DETAILS

Alex Jamieson Certification

Certified by RIAA Since:

2011

 

Dealer Group:

AJ Financial Planning Pty Ltd

 

Qualifications:

  • Bachelor of Business, Advance Diploma of Financial Services (Financial Planning)

 

Financial Adviser Since:

2001

 

Offering RI Advice Since:

2003

Responsible Investment Services Offered:

  • Superannuation & Retirement Planning
  • Investments
  • Direct Shares
  • Wills and Estate Planning

 

Responsible Investment Products:

  • AMP Captial Sustainable Share Fund
  • AMP Responsible Investment Leaders Balanced Fund
  • AMP Responsible Investment Leaders Conservative Fund
  • AMP Responsible Investment Leaders Growth Fund
  • AMP Responsible Investment Leaders Australian Share Fund
  • AMP Responsible Investment Leaders International Share Fund
  • Ausbil Dexia Sustainable Global Equity Fund
  • Australian Ethical Balanced Trust
  • Australian Ethical Smaller Companies Trust
  • Australian Ethical Large Companies Trust
  • Australian Ethical Income Trust
  • Australian Ethical International Equities Trust
  • Australian Ethical Property Trust
  • BT Institutional International Sustainability Share Fund
  • BT Wholesale Australian Sustainability Share Fund (previously: BT Institutional Australian Sustainable Share Fund)
  • BT Sustainable Balanced Fund
  • BT Sustainable Conservative Fund
  • BT Wholesale Ethical Share Fund
  • Hunter Hall Value Growth Trust
  • Hunter Hall Australian Value Trust
  • Hunter Hall Global Ethical Trust
  • Hunter Hall Global Deep Green Trust
  • Perennial Socially Responsive Share Trust
  • Perpetual Wholesale Ethical SRI Fund
  • Vanguard Sustainability Leaders Australian Share Fund
  • Vanguard Sustainability Leaders International Shares Fund

DISCLAIMER: This information has been prepared by RIAA based on material provided by the applicant. While it is provided to assist you in finding a Financial Adviser, RIAA does not endorse or recommend any particular firm or individual Financial Adviser to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.