Jerome Alam
About Me
Jerome originally wanted to be an accountant, like his parents, but while studying Commerce at the University of Wollongong, he found a passion for Financial Advice, and began working for his father John. At first, he would assist the financial planning team with admin but soon after began assisting in developing strategies and helping to put together advice for clients. Valuing the personal relationships he was beginning to build with clients and the amazing feeling of helping them achieve their goals, he decided to become a financial adviser.
Jerome is the practice principal and senior financial adviser of John Alam & Partners Financial Advisers, and an Authorised Representative of Count Financial Limited. He is an AFP member of the Financial Advice Association Australia. He has specialist accreditations in Self-Managed Superannuation Funds and Aged Care advice, and also has experience in providing advice on Defined Benefit funds.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 12 Years
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Licensed By Count Financial Limited