Jamie Coltman
FOUNDER
"When you have a Plan B to protect you at all times, you have more flexibility, be it in daily life or long term investments. So our ultimate goal is to help our clients build that financial freedom."
Jamie has worked in the Financial Services Industry for over 30 years as an adviser and in senior management roles with Sovereign and Royal & Sun Alliance. He established Integrate FS Ltd in August 2001, which we now know as Advice Financial.
Jamie is a Financial Adviser and holds a Bachelor of Agricultural Commerce from Lincoln University. Jamie also holds a Level 5 Certificate in Financial Services.
And as founder of the family, he knows about long-term investments.