Jamie Noakes - Paraplanner

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Jamie joined Y Partners in 2010 and has over 15 years experience in the finance industry as a paraplanner. He specialises in financial modelling, portfolio rebalancing and the production of advice documents. He particularly enjoys being involved in helping clients meet their long-term goals through advice.

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In addition to his core role, Jamie believes in a strong emphasis on positive workplace culture and has been involved in establishing the social club as well as co-ordinating many internal fundraisers such as Australia's Biggest Morning Tea and RPSCA's Cupcake Day.

 

his own time, he enjoys online gaming, pop culture, cooking and reading about new technology.

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Qualifications

Advanced Diploma in Financial Services

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Areas of expertise

Financial modelling • Advice documentation

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