James Marshall

Stratus Financial Group Ltd

Gold
6 Yrs Experience
Brisbane, QLD 4000

Recent reviews

Stratus Financial Group Ltd

Level 3, 235 Edward Street
Brisbane, QLD 4000

Opening hours

  • 8:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 7
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306

4.90
7 Reviews
5
4
3
2
1
5.00
Clear communication
4.65
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—7 of 7

Sort by

4.75

"James has always taken the time to understand our financial needs and goals. He then thinks through the best options for us and patiently explains the most appropriate investment strategies. He is quick to address any enquiries we have. James has provided us with high levels of comfort and confidence that we are on the best path to achieve increased, long-term, financial security."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
James Marshall profile photo

James Marshall responded on August 2021

"Thank you Tony! It is a pleasure to work with you and we're very happy to hear you are feeling comfortable and confident in your financial security."

4.75

"I am happy with the service provided by James and the team. They have all of my needs covered and followed up."

  • Insurance Protection
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
James Marshall profile photo

James Marshall responded on July 2021

"Thank you Linda - it is a pleasure to look after you!"

5.00

"James is a highly qualified and insightful financial adviser who explains complex financial concepts in terms non-financial people like us can understand. He is a pleasure to deal with, realistic and honest. Thanks to James' advice and guidance we are achieving our financial goals and feeling financial confident."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James is a really good adviser. He has outstanding skills and knowledge in financial planning. I am really impressed and happy with the advice and services that he provided. I certainly recommend James to my family, friends, and colleagues."

  • Insurance Protection
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James provided an exceptional level of service that was prompt, professional and targeted to my specific needs. He displayed great enthusiasm and was a pleasure to deal with. Would highly recommend him."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James' explanation and expertise was far beyond what I was expecting"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I sought advice from James regarding insurance. James took the time to listen to what I wanted, thoroughly research my existing policies and answered all my questions. He provided a recommendation that I was happy with. I am incredibly pleased to have James as my trusted adviser and strongly recommend him to my friends, family and colleagues. His professionalism, knowledge and integrity are without question."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Master of Applied Finance

Level
9 - Masters Degree
Institution
Charles Sturt University (CSU)
Completed
2014

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2017

Margin Lending Accreditation Program

Level
0 - Training / Exam / Other
Institution
Financial Essentials
Completed
2011

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Queensland University of Technology (QUT)
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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