I am a highly experienced Financial Adviser who has worked for some of Australia's most recognised financial institutions including as a senior financial adviser for the Commonwealth Super Corporation (CSC) specialising in Defined benefit advice.
Holding a Masters of Financial Planning and a wealth of knowledge in areas such as retiremeny planning, cash flow management as well as a deep understanding of the PSS and CSS I am well placed to provide you with the education and advice you need.
James has a wealth of knowledge. He asked questions in relation to my retirement to best give me the confidence to set in motion the final part of my career. Investments are doing very well. Thanks James.
James communicated extremely well before I even had the chance to speak to him in person, making the whole exercise one where I felt confident about a positive outcome. When we met to discuss my situation, I was amazed at his breadth of knowledge, and how brilliantly he provided exactly the information I was hoping to obtain. James was definitely incredibly knowledgeable, and I am confident I have made the right choices for me and my future. I have kept his contact information and would have no hesitation in returning for more information or guidance. 11 out of 10! :)
James is an excellent financial adviser. He is knowledgeable and keeps up to date with current financial and share information. James can explain your investment and financial planning goals in terms which you can understand. James keeps you updated in all aspects of financial affairs. I would highly recommend James.
James is very clear and patient with me as I am completely clueless when it comes to my finances. He has been great with his advice, very easy to understand.
I found James provided strategies to manage down paying my mortgage, maximising best use of super fund contributions to enable better prospects for retirement very helpful and I have put these strategies in place.
- Adviser status Bronze
- Number of reviews 8
- First year providing advice 2011
- Years of experience 12
- Master of Financial Planning
Retire AdviceSuite 2B, 1 Hackett Pl
Hackett, ACT 2602