Jamie is a dedicated team member actively involved in preparing advice documents, maintaining compliant records, and assisting colleagues with various requests, including spreadsheet support. With qualifications in Commerce and Actuarial Studies, Jamie demonstrates strong analytical skills and attention to detail in solving complex numerical problems. Aside from numbers, he is also very passionate about developing tailored strategies to empower and assist clients in answering the burning question “will I be okay?” and identify changes that may be required to live their desired lifestyle. Outside of work, Jamie enjoys the challenge of balancing time with his family, health, finances and friends.