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 @
- 2018 -2022 Financial Advisor @ Sage Financial Group Pty Ltd
- 2017 -2018 Advice Quality Officer and Associate @ Sage Financial Group Pty Ltd
- 2016 -2017 Paraplanner @
- 2013 -2016 Associate Financial Advisor @
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
Jamie Woolley Skills
- Business Strategy
- Financial Advisory
- Financial Modeling
- Investments
- Small Business Financial Management
- Personal Insurance
- Financial Analysis
- Insurance
- Wealth
- Wealth Management
- Financial Planning
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 Business Strategy, Financial Advisory, Financial Modeling, Investments, Small Business Financial Management and more. Jamie Woolley has 1 emails and 1 mobile phone numbers on RocketReach.
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