James McCulloch

Shadforth Financial Group

Gold
11 Yrs Experience
Hobart, TAS 7000
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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualifications
    • Certified Financial Practitioner
    • Graduate Diploma of Financial Services
  • Language spoken
    • English

Shadforth Financial Group

Level 3, 111 Macquarie Street
Hobart, TAS 7000

Opening hours

  • 8:00am – 5:00pm Monday – Wednesday, Friday – Sunday
  • 8:00pm – 5:00pm Thursday

Licensed by

Shadforth Financial Group

AFSL 318613

5.00
4 Reviews
5
4
3
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—4 of 4

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5.00

"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."

  • Government Assistance
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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"

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Life Risk Specialists (LRS)

Level
0 - Training / Exam / Other
Institution
Financial Planning Association of Australia (FPA)
Completed
2014

Certified Financial Practitioner

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2013

Graduate Diploma of Financial Services

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2012

Bachelor of Commerce / Bachelor of Laws

Level
7 - Bachelor Degree
Institution
University of Tasmania (UTAS)
Completed
2005

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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