Jamie Kajim
Financial Adviser in Mount Waverley, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002536
- Location
- Mount Waverley VIC 3149
- Licensee
- Bridges Financial Services Pty Limited (AFSL 240837)
- Authorised since
- 27 October 2022
- First provided advice
- 2012
- Qualifications
- Bachelor of Business and Commerce, Monash University (2010); Diploma of Financial Planning FNS50611, GWM Adviser Services Ltd trading as Advice Education (2012); Master of Financial Planning, Kaplan Higher Education Pty Ltd (2019); FPC002B Ethics & Professionalism in Financial Advice, Kaplan Education Pty Ltd (2020); Accredited Listed Product Adviser Program, Kaplan Education Pty Ltd (2023)
- Memberships
- Financial Advice Association of Australia (FAAA); Tax Practitioners Board
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Jamie Kajim
On the Financial Advisers Register kept by ASIC, Jamie Kajim appears as a current financial adviser in Mount Waverley, Victoria, adviser number 001002536.
The licensee Jamie advises under is Bridges Financial Services Pty Limited (AFS licence 240837). The current authorisation started on 27 October 2022.
According to the register, Jamie first provided financial advice in 2012. Qualifications and training on file include Bachelor of Business and Commerce (Monash University, 2010), Diploma of Financial Planning FNS50611 (GWM Adviser Services Ltd trading as Advice Education, 2012) and Master of Financial Planning (Kaplan Higher Education Pty Ltd, 2019). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jamie Kajim a registered financial adviser?
Yes. Jamie Kajim is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002536.
Which licensee does Jamie Kajim work under?
Bridges Financial Services Pty Limited, Australian financial services licence 240837.
What can Jamie Kajim give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.