James Pump

Seed Wealth Australia Pty Ltd

Gold
15 Yrs Experience
North Ward, QLD 4810
James is passionate about ensuring that clients are able to meet their goals and objectives not only at the present but in the long term. His high level technical skill garnered through a combination of education and experience, coupled with his personal service ensures that he is able to communicate complex levels of advice in a simple and understandable manner. He prides himself on maintaining long term relationships with clients based on both his commitment to integrity and keeping client’s best interests at the forefront of what he does.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

I offer a fixed fee for service based on the scope and complexity of the advice being provided.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Seed Wealth Australia Pty Ltd

69 Eyre St
North Ward, QLD 4810

Opening hours

  • 9:00am – 5:00pm Monday, Thursday – Friday
  • 9:00pm – 5:00pm Tuesday – Wednesday

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252

5.00
1 Review
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Clear communication
5.00
Knowledge & expertise
5.00
Customer care
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Likely to recommend
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5.00

"I started getting financial advice from James and Janine more than 7 years ago, when Seed Wealth Aust was formed in 2018 I ended up following them. The fact is that every year since I started getting their advice I have been financially better off that the previous year. Although now that I am now retired and lifestyle is different I am still benifiting from their advice. I rated this company 5 stars because aside from the usual words, quality, value, professionalism, they also have my trust."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Superannuation
  • Retirement & Pension
  • Growing Assets

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
James Cook University (JCU)
Completed
1997

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2007

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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