5 Reviews

James Weir

Taxlink Financial Advice

Bronze

9 Yrs Experience

Altona, VIC 3018

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James Weir is a director of Taxlink Financial Advice Pty Ltd

James has been providing advice since 2015 and holds a Bachelor of Business majoring in Financial Planning and a Bachelor of Agricultural Science.

Taxlink Financial Advice is proudly licensed through Sentry Advice Pty ltd. Sentry Advice Pty Ltd is a non-institutional, non-product producing financial adviser network. Sentry Advice maintains a large and open Approved Product List thus clients can be assured that when receiving product advice, a broad range of products are being considered.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Financial Hardship
Redundancy
Aged Care
Cashflow & Income
Complex Investments
Expat Finance
Small Business Advice
Borrowing
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 October 2020

James has been superb with advice. I have approached him with a number of queries across various and unique investment strategies and he has been very clear with recommendations. James responds quickly to any form of contact I make and is one of the most trustworthy people I have dealt with in 40 years of business at a senior level. I have already recommended James to 2 or 3 friends and will continue to do so!

4.75 October 2020

James has given me excellent advice in relation to a self managed super fund, share and investment advice. Explanations are always very clear. His personable and cautious approach gives us confidence. He has always been available and immediately responsive when required.

4.50 October 2020

James is very approachable, helpful and respectful. James has helped very well with my retirement , super and share portfolio. I receive James advice with confidience. May we work together for a very long time.

4.50 October 2020

I have always received prompt and helpful advice and assistance from James. He is never too busy to help

5.00 November 2017

My adviser was able to easily explain how the structure works to ensure my goals and objectives were realised. I was able to significantly reduce my ongoing costs and also engage with my fund personally to trade.

Adviser status Bronze
Rating 4.75
Number of reviews 5
First year providing advice 2015
Years of experience 9
Highest qualifications
- Bachelor of Business
- Bachelor of Agricultural Science
Language spoken
- English