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James Ridley

 James Ridley

Share profile:
9 Lawson Street Level 6 Tower 3
Southport
QLD
4215
AU

Overview CONTACT THE ADVISER

James Ridley James Ridley

total Reviews

3

Experience

3yrs

Status

Silver

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

Atlas Wealth Management provides specialist advice in expatriate wealth management, Portfolio Management, Superannuation, Financial Planning, Accounting, and Financial Advice. Atlas Wealth was born out of the specific need that Australian Expats, who wanted a certified independent financial advisory service that they could trust back in Australia to look after their investments whilst they went overseas to further pursue their career and life interests.

I consider myself a Specialist Financial Planner with a focus on providing strategic advice to Australian Expats. I have a demonstrated history of working in the investment management industry. I'm skilled in Wealth Creation, Strategic Tax Advice, Portfolio Optimization, Income Tax, Analytical Market Research and Cross-Jurisdictional Tax & Investing Issues.

I want to educate and help as many Australian Expats as possible. The government regulators are constantly moving the 'Red and Yellow Flags' and it is important that expats make the most of their time overseas. I often see Expats caught out by common myths or lack of education and Atlas Wealth is here to cut through this and provide well-rounded wealth strategies.

Company:

Atlas Wealth Management Pty Ltd
Atlas Wealth Management 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:

Atlas Wealth
Atlas Wealth
Expertise
Building SuperBuilding Super
Managing DebtManaging Debt
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Small Business AdviceSmall Business Advice
UK PensionsUK Pensions
DerivativesDerivatives
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments
My fees
  • Free Initial Consultation
  • Free General Advice

Latest Customer Reviews (3 of 3 total)See all

"I approached James and the team at Atlas after my accountant recommended I seek financial advice, as I am based over in the US. I was thoroughly impressed with a lot of the free information James was happy to provide, and he even gave me a free review about key areas I needed to address which would cause some big tax bills in the future. After attempting to restructure my assets by myself it became too hard, so I engaged James as my planner, and he has now set me up to minimise my overall tax position, and I'm building wealth in a tax efficient manner. Will be recommending!!!"

NG, 35-45 20 Apr 2018

"James demonstrates a wealth of knowledge and expertise around advice specific to Australian expats. James was able to set up an investment strategy and we are accruing wealth in a much more tax efficient manner prior to us engaging Atlas."

Steve, Under 35 16 Apr 2018

"As a new expat, James has helped me understand new investment opportunities and options open to me in a clear, precise and friendly manner. With so much else going on as I transition from one country to another, it has been helpful to have someone I can chat to about all matters financial. James has been generous with his time and flexible about when we chat, working around my schedule."

Nick, 35-45 14 Apr 2018

History & Qualifications CONTACT THE ADVISER

My qualifications

Bachelor of Commerce (2013)

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

My Videos CONTACT THE ADVISER

No Video found

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments

Contact details

Level 6 Tower 3
9 Lawson Street, Southport
QLD 4215 Australia

Office hours

Monday:   9AM to 5PM
Tuesday:   9AM to 5PM
Wednesday:   9AM to 5PM
Thursday:   9AM to 5PM
Friday:   9AM to 5PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 98% Average Reviews
  • 3 Total Reviews
NG, 35-4520 Apr 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I approached James and the team at Atlas after my accountant recommended I seek financial advice, as I am based over in the US. I was thoroughly impressed with a lot of the free information James was happy to provide, and he even gave me a free review about key areas I needed to address which would cause some big tax bills in the future. After attempting to restructure my assets by myself it became too hard, so I engaged James as my planner, and he has now set me up to minimise my overall tax position, and I'm building wealth in a tax efficient manner. Will be recommending!!!"

Steve, Under 3516 Apr 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"James demonstrates a wealth of knowledge and expertise around advice specific to Australian expats. James was able to set up an investment strategy and we are accruing wealth in a much more tax efficient manner prior to us engaging Atlas."

Nick, 35-4514 Apr 2018
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"As a new expat, James has helped me understand new investment opportunities and options open to me in a clear, precise and friendly manner. With so much else going on as I transition from one country to another, it has been helpful to have someone I can chat to about all matters financial. James has been generous with his time and flexible about when we chat, working around my schedule."

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
Building Super
STRENGTH
3
Customers

#1
Savings Investment
STRENGTH
3
Customers

#2
Preparing For Retirement
STRENGTH
2
Customers

#2
Tax Effective Strategies
STRENGTH
2
Customers

#3
Insurance Protection
STRENGTH
1
Customers

x

Overall rating

75%

James Ridley

Company: Atlas Wealth Management Pty Ltd

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies James Ridley is a member of and in what capacity, the licensee or company of James Ridley 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 Ridley (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%