MEET OUR TEAM
Jamie is the Founder and Director of JSM Financial Group and he is an Authorised Representative of JSM Management Pty Ltd.
He has over 25 years of experience in Accounting and Financial Services. Jamie is a Certified Financial Planner (CFP), the highest designation in financial planning, coupled with commitment to the highest ethical standards. He also holds the following qualifications and certifications:
- Diploma of Financial Planning (DFP)
- Associate Diploma of Business Studies (Accounting)
- Financial Planning Association (FPA) Member
- Certified by the SMSF Association (Self-Managed Super Fund Professionals Association of Australia) with their Specialist Adviser designation (SSA)
Jamie is a strong believer helping people to control their own destiny and in building long-term, close relationships with clients, many of whom have been with him for over 20 years. Jamie is motivated by partnering with clients to achieve their financial goals and objectives, from buying their frst home to business succession and retirement planning, and living the lifestyle they’re worked hard to enjoy. He achieves this by providing caring and personalised, goal focused advice.
Jamie specialises in the core areas of investment advice and wealth creation, Self-Managed Superannuation Funds and retirement planning. Being a small business owner himself, Jamie also works closely with many clients (often also small business owners) who may have complex corporate structures and trusts.
Dave is an Authorised Representative of JSM Management Pty Ltd.
He has been in the Financial Services Industry for over 30 years, having worked for various Insurance Companies and as an adviser. Dave has been a Specialist Personal Protection adviser for the past 15 years. He holds a Diploma of Financial Services (Financial Planning) and he is a Member of the Association of Financial Advisers (AFA).
Dave can assist you with:
- Protecting your assets
- Protecting your income
- Protecting your future
- Provide for cashflow during an unforseen accident or illness
- Lump sum payments to pay down debt
Jasmine Kennedy – Client Services
Jasmine joined the JSM Financial Group’s team as a Client Services Officer in her final year at Monash University. She is currently undertaking a double Bachelors degree in Accounting, Banking & Finance and aims to use her education to help others make the most of their personal financial situation. Throughout her degree, Jasmine travelled through South-East Asia experiencing a multitude of people and cultures. It was this that prompted her to forge a career in the financial sector, seeing the impact that financial services and education could have while allowing her to communicate and assist people on a daily basis, with excellent customer service at the forefront of every interaction. When she’s not working or studying, you’ll find her exploring waterfalls, drinking coffee and spending time with her family…sometimes all at the same time.
Angela Brierley – Client Services
Angela has over 20 years’ experience in Financial Planning and holds a Diploma of Financial Markets. She has extensive knowledge of superannuation, including SMSFs, investment strategies and compliance as well as a solid background in administration and the ongoing review and management of portfolios. Angela is a passionate Collingwood supporter and can be guaranteed to stop and pat every dog she sees.
Patricia Tanasic – Operations Manager
Patricia has worked in the business in various roles since 2001, with a hiatus to start a family. She holds a Bachelor of Business (Corporate Law) and an Advanced Diploma in Financial Planning. Patricia works behind the scenes on the processes and efficiencies within JSM to ensure the best experience for clients. She also assists Jamie with investment product research, strategy formulation and advice delivery. Patricia is a passionate believer that financial literacy and communication are the cornerstones to building strong long-term relationships with clients to achieve their desired outcomes. When she is not in the office she is chasing after her young kids or cooking up a feast.
Joanne holds a Bachelor of Business and has previously worked at BHP Billiton and run her own bookkeeping business after the birth of her children. Joanne is responsible for all things numbers within JSM Financial Group, as well as assisting with the preparation of Portfolio Reviews and advice documents.
Cathy Larking – Administration Assistant
Cathy brings to the JSM Financial Group over 20 years of experience in office support roles within the recruitment and freight industries. After a break from the workforce to focus on family, Cathy is looking forward to assisting the JSM Team with continuing to provide excellent service to their clients.