Jamie Preston
BComm(FinPlan)
Financial Adviser
By adopting a personalised and holistic approach, I aim to provide tailored financial strategies and informed investment decisions that assist clients in meeting their goals and objectives.
Jamie has over a decade of experience in financial services, where he has been able to develop his expertise within both boutique practices and large private wealth management firms. Jamie holds a Bachelor's degree in Commerce (Financial Planning) from Deakin University and uses his experiences, skills and education to deliver tailored and comprehensive advice to clients.
Investment Style
Jamie applies a strategic, long-term investment approach, tailoring investment recommendations by identifying quality companies and macroeconomic environments. He prioritises building trust and strives to help clients achieve their capital growth goals, and income & expense requirements through each stage of their lives.
Services and Specialties
Retirement and Estate Planning
Financial Planning
Superannuation Advice
Investment Advice
Self-Managed Super Funds
Qualifications and Professional Affiliations
Bachelor of Commerce
Associations
No items found.
Competencies
Managed Investments
Financial Planning
Securities
Generic
Superannuation
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
