Jamie Klason
About Me
Jamie has over 20 years' experience in the finance industry having started with a local bank in 2002. He enjoys working with pre and post retirees and helping to them set them up for a comfortable and stress-free retirement. Outside of work he is actively involved with various sporting organisations having played, coached and volunteered over many years with local 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