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James Ellis

 James Ellis

Share profile:
491 Smollett Street
Albury
NSW
2640
AU

Overview CONTACT THE ADVISER

James Ellis James Ellis

total Reviews

3

Experience

4yrs

Status

Silver

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Crowe Horwath Financial Advice Pty Ltd
Crowe Horwath Financial Advice Pty Ltd

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Findex Advice Services Pty Ltd
Findex Advice Services Pty Ltd

Latest Customer Reviews (3 of 3 total)See all

"We are so great full for the help James has given my wife and I in advising us for our future . We find James has great people skills too. This is a great skill to have . Many businesses luck this service . From Henry 2641"

Henry , 65+ 11 Jan 2018

"I have no hesitation in recommending James for financial advice. James took over from my previous adviser, who hadn't contacted me for many years. James ensures that we have regular meetings, and is always available if I have needed any help or reassurance in any financial decisions I am going to make."

Pat, 56-65 30 Mar 2017

"We highly recommend James as a financial planner particularly in superannuation and retirement matters. James is an exceptional communicator.He listens to you! His knowledge base is exceptional. He finds the investments to suit you and doesn't just push a product on you like some others do. James always follows through promptly and does what he says he will do. James helped us through a rough patch after we left our previous financial planner. Rebuilding our confidence after our previous bad experience and we now feel very happy with where we are financially. "

Kerryn, 56-65 30 Mar 2017

History & Qualifications CONTACT THE ADVISER

My membership
Awards
  • No award found
Years of experience
  • 4 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments

Contact details

491 Smollett Street, Albury
NSW 2640

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 100% Average Reviews
  • 3 Total Reviews
Henry , 65+11 Jan 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We are so great full for the help James has given my wife and I in advising us for our future . We find James has great people skills too. This is a great skill to have . Many businesses luck this service . From Henry 2641"

Pat, 56-6530 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have no hesitation in recommending James for financial advice. James took over from my previous adviser, who hadn't contacted me for many years. James ensures that we have regular meetings, and is always available if I have needed any help or reassurance in any financial decisions I am going to make."

Kerryn, 56-6530 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We highly recommend James as a financial planner particularly in superannuation and retirement matters. James is an exceptional communicator.He listens to you! His knowledge base is exceptional. He finds the investments to suit you and doesn't just push a product on you like some others do. James always follows through promptly and does what he says he will do. James helped us through a rough patch after we left our previous financial planner. Rebuilding our confidence after our previous bad experience and we now feel very happy with where we are financially. "

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Preparing For Retirement
STRENGTH
3
Customers

#2
Savings Investment
STRENGTH
2
Customers

#3
Building Super
STRENGTH
1
Customers

#3
Centrelink Benefits
STRENGTH
1
Customers

#3
Self Managed Super Funds
STRENGTH
1
Customers

#3
Socially Responsible Investments
STRENGTH
1
Customers

x

Overall rating

75%

James Ellis

Company: Crowe Horwath Financial Advice Pty Ltd

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies James Ellis is a member of and in what capacity, the licensee or company of James Ellis and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of James Ellis (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%