Jamie Woolley Email & Phone Number

Financial Advisor @ Merideon Wealth Strategies

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Jamie Woolley Location

Perth, WA, AU

Jamie Woolley Work

2022 - now Financial Advisor @ Merideon Wealth Strategies
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2018 - 2022 Financial Advisor @ Sage Financial Group
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2017 - 2018 Advice Quality Officer and Associate @ Sage Financial Group

2016 - 2017 Paraplanner @ Smith Coffey
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2013 - 2016 Associate Financial Advisor @ Nexus Wealth Management

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Jamie Woolley Education

Kaplan Professional
Advance Diploma of Financial Planning (DFP5-8)
2015 - 2017
Kaplan Professional
Diploma of Financial Planning (DFP1-4)
2014 - 2015
Murdoch University
Bachelor of Commerce (B.Com.) (Finance, General)
2008 - 2013

emmanuel catholic college
High School
2003 - 2007

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Jamie Woolley Skills

Financial Planning
Financial Analysis
Personal Insurance

Investments
Business Strategy
Small Business Financial Management
Financial Modeling
Financial Advisory
Wealth
Insurance

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Jamie Woolley Summary

Jamie Woolley, based in Perth, WA, AU, is currently a Financial Advisor at Merideon Wealth Strategies. Jamie Woolley brings experience from previous roles at Sage Financial Group Pty Ltd, Smith Coffey and Nexus Wealth Management. Jamie Woolley holds a 2015 - 2017 Advance Diploma of Financial Planning (DFP5-8) @ Kaplan Professional. With a robust skill set that includes Financial Planning, Financial Analysis, Personal Insurance, Investments, Business Strategy and more. Jamie Woolley has 1 emails and 1 mobile phone numbers on RocketReach.

Jamie Woolley Emails

Found 1 emails

@merideon.com.au

Jamie Woolley Phone Numbers

Found 1 phone numbers

+61 415 597XXXX

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