enquiries@kofkinbond.com.au     03 9111 2675

Jamie Ardern

Senior Associate
Kofkin Bond & Co Pty Ltd

Jamie started with Kokfin Bond & Co in 2015 as a member of the administration team. Through his development and experience, he has started to work hand in hand with the advisors in developing client strategy through the use of research, analysis, and financial modeling.

On behalf of the Financial Adviser(s) Jamie liaises with clients in a proactive and professional manner and responds to inquiries as per the practice service standards.

Jamie

Key Points (Achievements)

  • Client Services: Jamie has ensured processes have been followed and implemented to meet the expectations of our valued clients.
  • Financial Reporting: Jamie has provided clients and solution partners with financial reports that have provided in-depth information, enabling clients to have a clearer view of current situations and future outcomes.
  • Strategy: Working closely with advisors Jamie has been able to create clear strategies around risk protection both private and corporate clients.

Focus Areas

Jamie’s key focus is providing clients with clear and precise documentation of the advisers plan and strategy that has been outlined to them. It is to ensure all implementation and ongoing communications occur to provide the client with a clear financial future.

“My job is to ensure our clients’ needs are met in a professional and timely manner. My passion lies within the strategic financial approach we offer our clients, with personalised plans and ensuring ongoing communications to make clients feel secure about their financial future”

Business Profile

Jamie’s background in data analysis, administration processes, quality management and reporting has allowed him to help develop the processes Kofkin Bond & Co follow and implement.

Jamie’s role is to proactively assist the Financial Adviser(s) with the development of the client strategy through various documents including:

• Statement of Advice (SOA)
• Record of Advice (ROA)
• Financial Modelling
• Insurance Summaries
• Other Financial Planning Documents

His role is to also assist in research, meeting with clients, preparing reviews and working on financial modelling for client investments.

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