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
Self-Managed Super Funds
Superannuation Advice
Investment Advice
Retirement and Estate Planning
Financial Planning
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Bachelor of Commerce
Associations
No items found.
Competencies
Life Insurance
Generic
Securities
Superannuation
Managed Investments
Financial Planning
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.
