James Mottram

Smart Financial

Silver
13 Yrs Experience
Warilla, NSW 2528

Recent reviews

Smart Financial

162-172 Shellharbour Rd
Warilla, NSW 2528

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 13
  • First year providing advice 2011
  • Years of experience 13
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Applied Finance
    • Graduate Certificate in Financial Planning
  • Language spoken
    • English

Expertise

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

Licensed by

Smart Financial Capital Pty Ltd

AFSL 533901