Meet the Team

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Jamie Noakes - Paraplanner

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.

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.

Qualifications

Advanced Diploma in Financial Services

Areas of expertise

Financial modelling • Advice documentation

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