Jamie Klason
About Me
I have over 20 years' experience in the finance industry having started with a local bank in 2002. I enjoy working with pre and post retirees and helping to set them up for comfortable and stress-free retirements. Outside of work I coach and volunteer at my children's football, cricket and basketball clubs.
Areas of Focus
- Cashflow management
- Government assistance
- Investments
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Graduate Diploma
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Years of Experience 21 Years
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Licensed By Oreana Financial Services Pty Ltd
Also meet me here:
suite 404/65 Victor Crescent,
Narre Warren, VIC 3805
Narre Warren, VIC 3805