Jamie Basche Cfp Email Address

Private Client Adviser

Shadforth Group Pty Ltd

I have been providing personal wealth management and financial advice since 2010 and have been in the financial services industry since 2002. Over this time I have built specialised knowledge in superannuation, retirement strategies, tax planning and portfolio management. Helping clients make smart decisions about their money is central to my approach. With a solid background in accounting as an auditor for Deloitte before moving into risk management, I have extensive knowledge of financial markets both locally and abroad, having spent time working for several investment banks in London. I strive to find superior personalised strategies for my clients as well as researching financial products to match their objectives. With experience in both retail and self-managed superannuation funds, I seek to structure my clients’ finances from a strategy and tax perspective first and then find the appropriate product to suit. My approach to financial advice is to explain strategies in an easy-to-understand, jargon-free manner and develop an ongoing plan to benefit clients in the long-term. I have a Bachelor of Business (Finance) from the University of Technology, Sydney and a Masters of Commerce (Accounting) from the University of New South Wales. I have also completed the Advanced Diploma of Financial Planning with Kaplan Professional and have certificates in both Margin Lending and Self Managed Superannuation Funds. I also have a Professional Diploma in Stockbroking and am currently working towards my Certified Financial Planner designation. Away from work, I enjoy swimming, tennis, travelling and spending time with family and friends. You will find me swimming down at the Bondi Iceberg’s club every Sunday morning all through the Winter or laps of the beach during the Summer, training for my next ocean swim.