James McCulloch is an experienced financial adviser in providing quality fee-based advice. He previously worked in the legal profession with an international law firm based in London and was admitted as a Practitioner of the Supreme Court of Tasmania and the High Court of Australia. James is a Certified Financial Planner (CFP®) and was recently recognised as the State Runner Up in the Financial Planning Association’s 2013 Professional Best Practice Award for a Certified Financial Planner®. Over the years, James has enjoyed the experience of helping clients from varied backgrounds from young wealth accumulators through to high net worth individuals. In particular, James has developed specialist knowledge in providing advice to Medical Practitioners. James holds a Bachelor of Law and Bachelor of Commerce double degree from the Tasmanian University. He has as a Graduate Diploma of Financial Planning through Kaplan and is also an accredited FPA Life Risk Specialist.
I saw James with my Mother once my Dad had passed away earlier this year. Dad had some investments that Mum didn't know much about and we needed help settling his estate. James is an easy to understand, down to earth Adviser that has taken a lot of stress off of my family's shoulders. We no longer need to deal with time consuming affairs such as Centrelink. James’ support has turned my family’s life around in such a difficult time.
James helped me understand my financial goals for the future and the best ways to prepare in advance for retirement. I felt comfortable with James and the information he provided was great. James is a stand-up man and highly professional. I'd recommend him to anyone.
James is easy to talk to and very knowledgeable, he is able to explain things in a way that I can understand. His advice over the past few years has been an enormous help!
A beacon of integrity and professionalism in his industry. I am very fortunate to be able to work with James in regards to my financial needs
- Adviser status Gold
- Number of reviews 4
- First year providing advice 2011
- Years of experience 12
- Certified Financial Practitioner
- Graduate Diploma of Financial Services
Shadforth Financial GroupLevel 3, 111 Macquarie Street
Hobart, TAS 7000
- 8:00am – 5:00pm Monday – Wednesday, Friday – Sunday
- 8:00pm – 5:00pm Thursday
Shadforth Financial Group