Managing your Self Managed Superannuation Fund (SM...
You’ve set up your Self Managed Superannuation Fund (SMSF), and now you want to make sure ...
Business Services and Business Advisory
Honest and genuine, Jamie cares for his clients. Because for him, caring is more than his job, it’s how he believes everything should be done – with a supportive hand. Through Jamie’s eyes, every clients’ hard work deserves financial results and he does his utmost to deliver exactly that – which is why his clients’ return to him, again and again. His quiet-spoken, easy manner inspires their confidence, puts them at ease and they know he’s always on their side.
It could also be said, that Jamie never rests on his laurels. No matter the challenge he aims, focuses and forges ahead – calm, level-headed and driven toward the right results. Whether it be helping, sharing his knowledge or getting to know people, Jamie focuses on building a trusting relationship with his clients. He’ll happily explain the steps involved – with patience and precision – while he ensures their finances are producing the results they desire and deserve. Highly skilled in management accounting, asset protection and taxation advice, Jamie prides himself on keeping things simple – even when he’s discussing our complex business environment.
“We deal with such a complex business environment, and the key to success is keeping things simple. I focus on how we can help our clients achieve their lifestyle goals. I really believe in our tagline – your success. your life."
Jamie’s time at Ulton has been one of fast-tracked success. After joining in 1992, while still studying his Bachelor of Business (Accounting) degree, he became a Manager in the Business Services division in 1999 and then graduated in 2000. In 2003, he completed the CA Program and became a Partner in 2004.