Bas Jammal
About Me
As a financial adviser with extensive experience in financial markets, I bring a unique and innovative approach to financial planning and investment strategies. I think outside the box which allows to identify unconventional opportunities and craft personalised solutions that align with my clients' long-term goals. With a deep understanding of market dynamics, risk management, and emerging financial trends, I excel in navigating complex financial landscapes. My holistic perspective ensures that every decision is not only data-driven but also tailored to fit the nuanced needs of each client, ultimately fostering financial growth and stability.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Employment changes
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Years of Experience 26 Years
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Licensed By Convergence Wealth Holdings Pty Ltd