Jim Cresnar

Merit Wealth Pty Ltd

Gold
26 Yrs Experience
Redhead, NSW 2290

Recent reviews

Merit Wealth Pty Ltd

57 Geraldton Drive
Redhead, NSW 2290

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 9
  • First year providing advice 1996
  • Years of experience 26
  • Highest qualification
    • Bachelor of Arts (Economics)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Wills & Estates
  • Budgeting

Licensed by

Merit Wealth Pty Ltd

AFSL 409361

4.90
9 Reviews
5
4
3
2
1
5.00
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—9 of 9

Sort by

5.00

"Jim helped me with my Superannuation and Life Insurance. He was knowledgeable and displayed an excellent understanding when it came to my overall planning. His experience is evident and is always professional and articulate."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Jim has given me sound advice in the areas of super funds , managing debt and many other areas. Jim has always able to to explain things to me in a clear and simple manner and I feel the advice he has given has always been right for my needs at the time. I am always able to contact to Jim when ever I need his advice and he returns to me promptly with the answers I need to move forward."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jim has provided accurate and up to date information on areas of finance I needed to make informed choices as I move into retirement"

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

"Jim has given me individualised advice relevant to my situation since I have been utilising his service. He always has my best interest and goals at heart, and he is readily available to answer my questions as needed. I feel very confident that Jim is the right person with the best knowledge to help with my needs, and I would highly recommend him to anyone seeking advice and support on their journey."

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

"Jim's knowledge and advice have given me confidence that I am on the right path to retire when I want. I have an SMSF and also other investments that Jim has guided me through by explaining things very clearly. I have always received Jim's full care and attention when I needed it. I am very confident that he is able to help others that are in my position."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jim has given me advice in areas including Self Managed Super Funds and retirement planning. Jim was usually able to explain things to me in a clear way. Through Jim's knowledge and experience, I feel Very confident that the advice given was right for my needs. I Usually received Jim's full care and attention when I needed it"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jim has given me advice on managing superannuation and secure investments. He displays an excellent depth of understanding of investments and managed funds and has always provided me with clear and concise explanations of tends, markets and expected outcomes. Because of Jim's knowledge, experience and professional approach, I have the greatest confidence in his advice. His ability to develop strategies specific to my investment needs has enabled me to maintain a consistent return, even in difficult times. Jim is always available to discuss any aspect of my investments and is prepared to spend the time to ensure they are well managed. I would highly recommend Jim to any prospective clients."

  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I have always found Jim to be very helpful and knowledgeable on the topics I have asked his advice on. He has always been quick in his responses and steered me in the wright direction."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jim has given advice to myself and my husband after we retired and we required assistance with regard to investing and our self managed super fund to ensure the best outcome for a high standard of living in our retirement. After this was put in place, as well as a complete overhaul of our then current financial investments we were even able to qualify for a small centrelink payment due to Jim's knowledge, and he introduced us to a product that involved protecting our returns/income in certain circumstances. This has given us confidence in our strategies and planning . If I need assistance I contact Jim and he will normally respond within 24 hours."

  • Government Assistance
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

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

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

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2010

Bachelor of Arts (Economics)

Level
7 - Bachelor Degree
Institution
University of Newcastle
Completed
1997

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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