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5.00
1 Review

James Tarawhiti

Coastal Wealth

Silver
17 Yrs Experience
Avoca Beach, NSW 2251

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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

My fees

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2007
  • Years of experience 17
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Coastal Wealth

34 Laird Dr
Avoca Beach, NSW 2251

Opening hours

  • 8:00am – 9:00pm Monday – Saturday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Count Financial Limited

AFSL 227232