ALEX JAMIESON

Alex Jamieson 3

About

AJ Financial Planning is a unique and innovative financial planning firm located in Prahran, Melbourne. The firm takes an active approach to investing.   We take into account your personal investment values in the areas of ethical and sustainable investments options.  Investments can be made via domestic or international markets.

 

In addition to the Responsible Investment Association, Alex and or the firm holds a membership with the Banking and Finance Oath, Association of Financial Advisers and the Principles for Responsible Investment which is a partnership with the United Nation (UN) Environment Program.
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Certification Information

Certification Category:

Financial Adviser

Certification Symbol:

Responsible Investment

Certified Since:

2011

Qualifications:

Bachelor of Business

Advanced Diploma of Financial Services (financial planning)
Certified Financial Practitioner

Financial Adviser Since:

2001

Providing Responsible Investment Advice Since:

2003

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

 

  • 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 Candriam 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
  • 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.

Contact Information

Contact: Alex Jamieson

Email: alex@ajfp.com.au

Phone: 03 9077 0277

Website: www.ajfp.com.au

Address: 49A Porter Street, Prahran VIC 3181