Jamie Basche, CFP, is a seasoned financial professional with over 13 years of experience in financial services. Currently serving as a Private Wealth Adviser at Shadforth Financial Group Ltd since November 2013, Jamie specializes in holistic financial solutions by collaborating with various trusted advisers. Previous roles include Financial Adviser at Moneyclip Private Wealth, where Jamie focused on accumulation and wealth creation strategies, and Financial Advisor at Dixon Advisory, providing tailored advice in superannuation and tax planning. Early career experiences encompass operational risk and compliance roles at major financial institutions, including MLC, Rand Merchant Bank, M&G Investment Management, and UBS. Jamie holds a Master's in Accounting from UNSW and has obtained several diplomas and certifications in financial planning.
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