Hello, my name is James De Petra and I am a financial planner with Equip and Catholic Super. I have been helping clients achieve their financial goals for over 11 years.
I believe that financial planning is not just about numbers, but about understanding your values, dreams, and aspirations. That’s why I take the time to listen to your unique situation, analyze your current and future needs, and create a customized plan that suits your lifestyle and preferences.
Whether you are looking for retirement planning, investment advice, tax strategies, estate planning, or any other aspect of financial planning, I have the expertise and resources to help you. I
My mission is to help you make smart financial decisions that will enhance your quality of life and give you peace of mind. I am committed to providing you with ongoing support and guidance, and to adjusting your plan as your circumstances change.
If you are interested in working with me, please contact me. I look forward to hearing from you soon.
Having retired at the end of 2019, it was time for me to review my Super investments in line with my current lifestyle, goals and risk profile. I needed advice and support in establishing the best way to manage my investments and James worked well with me to achieve my objectives. James gave me the time I needed to understand the changes to my investment strategies, and explained them in detail given my personal circumstances and current financial position. I feel confident to move forward with James in the coming years as I negotiate the adjustments that will be required based on my pension requirements and the challenges of fluctuating market conditions.
- Adviser status Bronze
- Number of reviews 1
- First year providing advice 2012
- Years of experience 11
- Bachelor of Commerce (Finance and Financial Planning)
Equipsuper Financial PlanningLevel 12, 330 Collins Street
Melbourne, VIC 3000
- In person
- Video call
Equipsuper Financial Planning