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James Shaw

Intergenerational Wealth

Bronze
13 Yrs Experience
Pascoe Vale, VIC 3044

My philosophy is that everyone can benefit and gain value from financial advice. In this ever-changing world, I am committed to utilising appropriate strategies to guide clients towards successfully meeting their specific goals and objectives.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

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 2012
  • Years of experience 13
  • Highest qualification
    • Bachelor of Commerce (Financial Planning)
  • Language spoken
    • English

Intergenerational Wealth

Unit 16, 39 Essex St
Pascoe Vale, VIC 3044

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Intergenerational Wealth Group Pty Ltd

AFSL 537486