I enjoy working with clients to help them meet their financial goals. I am passionate about improving the financial position of my clients, their families and wider
community by increasing their personal wealth and financial literacy.
I have over 15 years experience in financial planning working with clients on the Northern Beaches and Central Coast.
I hold a Diploma Financial Services (Financial Planning) and I am currently studying a Master’s in Financial Planning. I am a member of the Association of Advisers (AFA) and accredited to provide specialist advice to SMSFs.
I am married to Michelle and have 2 children. I enjoying spending time with my family and volunteering coaching juniors at my local rugby club.
James was very clear in explaining his process and how he can help with my superannuation.
- Adviser status Silver
- Number of reviews 1
- First year providing advice 2007
- Years of experience 16
- Diploma of Financial Services (Financial Planning)
Coastal Wealth34 Laird Dr
Avoca Beach, NSW 2251
- 8:00am – 9:00pm Monday – Saturday
- In person
- Video call
Count Financial Limited