Our Financial Planners
Jamie has been a financial planner for over 15 years having joined the industry in 1999. After gaining valuable experience with two local Geelong firms, Jamie successfully established MAC Financial in 2009. Jamie has been actively working with all his clients providing valuable advice whilst building a successful financial planning business.
Jamie has completed his professional studies and is a Certified Financial Planner (CFP) and is a member of the Financial Planning Association (FPA). Having completed his professional studies Jamie is able to provide complete solutions and advice to his clients.
Investment advice – direct shares, property, bonds, term deposits, managed funds, Superannuation Advice – Personal Super, Industry super, Wrap accounts, Employer Super & Self Managed Super Funds.
Insurance advice – Life Insurance, Disability Insurance, Income Insurance, Trauma Insurance for personal and business purposes.
Debt advice – Home Loans, Business loans & Investment loans.
Outside of Work
Jamie is a Life Member and sits on the board of the Newtown & Chilwell Football & Netball Club. He is a member at 13th Beach Golf Club and currently plays off a handicap of 9. Jamie married Susan in 2009 and welcomed his first son Harry in September 2010 with second son Jack arriving March 2012 and baby Sophie arriving in November 2014.
Contact Jamie Directly