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Alex Jamieson

AJ Financial Planning

​
AJ Financial Planning is a unique and innovative financial planning firm located in Prahran, Melbourne. The firm takes an active approach to investing.

AJ Financial Planning is proud to be accredited with the following certifications:

Principles for Responsible Investment (PRI) – Is the world’s leading proponent of responsible investment. The principles developed by PRI were in partnership with the United Nations Environment Program and the United National Global Compact.  AJ Financial Planning is proud to be the first Australian Financial Planning firm to be the signatory to these international recognised principles for Responsible Investment.

The Banking and Finance Oath (BFO) – we believe that by taking this oath, AJ Financial Planning joins in the effort to re-assert the ethical foundation of the industry beyond regulation and compliance, by broadening expectations and discussion to include ethics, integrity, honesty and trust.

Association of Financial Advisers (AFA) – Our Financial Planners at AJ Financial Planning are all members of this organisation and are driven by a shared belief in the value of providing responsible, expert advice to our clients.

Responsible Investment Association Australasia (RIAA)– Alex Jamieson, our Founder is honoured to be part of this peak industry body, representing responsible and ethical investors across Australia and New Zealand.

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© Ethical Advisers' Co-operative Limited 2023

​The contents of this website are intended as general advice only.  The information provided by the Ethical Advisers Co-operative do not account for any individual’s personal objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice.  The Ethical Advisers Co-operative recommends all users obtain their own independent professional advice from an appropriately qualified financial adviser before making any decision relating to their particular requirements or circumstances. Investing in, or switching between investments or superannuation funds may have unintended financial consequences. 
 
The survey results, and all information contained in this website including all documents, consider only the ethics of each fund and do not include any analysis of fees, performance or financial suitability. The ethical score is subjective and benchmarked against each adviser’s average ethical client. Your ethics may differ. We recommend you speak to an experienced ethical financial adviser for personalised advice before making any decisions. The information provided by the Ethical Advisers Co-operative does not constitute financial advice. The information is presented in order to inform people motivated by ethical, environmental or social concerns. 

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