Unique Financial Planning |
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Unique People |
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At Unique Financial Planning, we believe your financial adviser should provide an example of the results that can be achieved by choosing to follow our investment strategies. We welcome your questions about our own personal financial circumstances and we are happy to take you through our individual investment strategies and structures. After all, who wants to take financial advice from someone who cannot afford to pay their own mortgage?!
Our unique team are passionate about their work and about delivering long-term, sustainable and positive results for you. Our friendly working environment delivers the satisfaction our personnel are looking for and this fulfilment is evident in our service delivery to you.
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Gregory Jamieson
Authorised Representative
Greg has been involved in the financial services industry since 1991. He holds a Bachelor of Arts, and completed a Diploma of Financial Planning in 1999. Gregory is a Certified Financial Planner (CFP) and a member of the Financial Planning Association of Australia (FPA).
Gregory Jamieson is a director BMM Unit Trust t/as BMM Financial Services. He has taken over the role of adviser for the Unique clients on behalf of Nicole Green and Rebecca Franklin as part of the transition from Unique Financial Planning to BMM Financial Services.
Gregory is an Authorised Representative of Madison Financial Group Pty Ltd and authorised to provide advice on and deal in the following products:
• Deposit Products,
• Securities,
• Non-cash Payment Products,
• Retirements Savings Account Products,
• Government Debentures,
• Stocks and Bonds,
• Superannuation, and
• Managed Investments,
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Jeff Forbes
Paraplanner
Jeff is currently undertaking a dual degree in Law/Arts at the University of Queensland whilst working part-time for Unique Financial Planning. He has several years of experience within the finance industry and specifically assists the financial planning team through the application of his in-depth research and analytical skills.
Jeff also has a keen interest in financial modelling and IT and provides general organizational support through the development of templates which increase office efficiency.
Jeff’s skill in financial modeling has seen him develop some of the most intricate templates available in the finance industry. These form the basis for the strategic planning of Unique’s financial advisors and ensure that our clients’ financial affairs are wholly accounted for in any strategies developed by Unique Financial Planning. |
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