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Wellington - Jamie Coltman, Director - Financial Adviser

Jamie has worked in the Financial Services Industry for over 25 years as an adviser and in senior management roles with Sovereign and Royal & Sun Alliance. He established Integrate FS Ltd in August 2001, which now trades under the brand of Advice Financial. Jamie is currently Managing Director and a shareholder in the company.

Jamie holds a Bachelor of Agricultural Commerce degree from Canterbury University. In 1990 he successfully completed IPAC Securities Limited's course in financial planning and securities dealing. In August 2006 he successfully completed the Center for Fiduciary Studies programme for accreditation and abides by the Investment Fiduciary Practices and is authorized to use the designation AIF® and Accredited Investment Fiduciary™.

Jamie Coltman is a Registered Financial Adviser (RFA), in accordance with the Financial Advisers Act (2008), and is therefore qualified to provide clients with advice on insurances and mortgages.  If you'd like to meet Jamie for an initial discussion, please click here.



Advice Financial, Unit B1, 17 Corinthian Drive, Albany, PO Box 331 317, Takapuna, Auckland, New Zealand
Telephone: (0800) 10 22 64 or +(64) 9 915 6450. Fax: (0800) 10 49 62. Email: action@advicefinancial.co.nz

To view our Advisers' Disclosure Statements, please click on Our Team and follow the links to your region.

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