James Mottram

WEBB FINANCIAL PLANNING

Gold
11 Yrs Experience
Wollongong, NSW 2500

Recent reviews

WEBB FINANCIAL PLANNING

Level 1, 25 Atchison St
Wollongong, NSW 2500

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • 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
  • Financial Hardship
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Politis Investment Strategies Pty Ltd

AFSL 253125

5.00
4 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—4 of 4

Sort by

5.00

"James has provided us with financial planning advice and other areas including refinancing, debt management and estate planning. James clearly explained what we should consider and how we should implement our pathway towards retirement. Through James's knowledge and experience, we feel very confident that the advice given was right for our needs. We always receive James's full care and attention when required. We highly recommend James’s services."

  • Superannuation
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James is an authentic clear communicator that has lead us through the planning process! I am very confident in his ability to manage our money into the future to create wealth for our future!"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Small Business Advice
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Prior to James we felt we were unsure of our current financial situation. James has put together a portfolio for us which has been well researched, easy to understand and continues to evolve adapting to our needs. We have recommended others to James and would recommend a consult to anyone wanting advice in layman’s terms."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"A friend/work colleague recommended I see James for some advice. I spent an hour with James which has really changed my outlook on my financial position. He gave me clear, concise, valuable advice which was easy to understand. James took time to explain any issues I was unsure of showing patience and a deep knowledge of my situation. He helped me unpack by personal and financial situation so thoroughly that I now feel confident that, following his advice, I will be able to retire in a stable position in a few years."

  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2011

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Wollongong (UOW)
Completed
2006

Graduate Certificate in Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2008

Margin Lending

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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