James McCulloch

Shadforth Financial Group

Gold
13 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 13
  • 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