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Jamie Albanis

Otis Private Wealth Pty Ltd

Bronze
8 Yrs Experience
Moonee Ponds, VIC 3039

Hi there, my name is Jamie and I am the Founder and Director of Otis Private Wealth. Otis Private Wealth exists to help you live your Best Life now, and work towards a comfortable lifestyle in retirement - however that may look in your mind. By getting to understand what is really important to you, we can create strategies to help get you there.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2017
  • Years of experience 8
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Otis Private Wealth Pty Ltd

Suite 35, Level 2, 5 Everage St
Moonee Ponds, VIC 3039

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Wealth Today Pty Ltd

AFSL 340289