James Weyler

Elston

Gold
12 Yrs Experience
Fortitude Valley, QLD 4006

James has been working in the industry since 2010 and in an advice capacity since 2013. James is passionate about the financial planning process and enjoys building trusting relationships with his clients and helping them navigate the complex world of wealth accumulation and retirement.

Outside of work James is an avid sportsman and an Officer in the Australian Army Reserves.

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 11
  • First year providing advice 2014
  • Years of experience 12
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Elston

Elston House, Level 5, 850 Ann St
Fortitude Valley, QLD 4006

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Licensed by

Elston

AFSL 325252