James Diegelman

Tms Capital Pty Ltd

Gold
6 Yrs Experience
Manly, NSW 2095

Recent reviews

Tms Capital Pty Ltd

Suite A, Level 3A, 43-45 East Esplanade
Manly, NSW 2095

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 20
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Expat Finance
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Tms Capital Pty Ltd

AFSL 333008

4.75
20 Reviews
5
4
3
2
1
4.90
Clear communication
4.40
Knowledge & expertise
5.00
Customer care
4.70
Likely to recommend
Showing reviews 1—10 of 20

Sort by

5.00

"James provides me advice about my superannuation matters. James is always able to explain things to me in a clear way. Through James's knowledge and experience, I feel very confident that the advice given is right for my needs. I always receive James's full care and attention when I need it."

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

"James advice has been well grounded and clearly communicated from the start. He has presented unique and imaginative solutions and opportunities. He's a safe pair of hands"

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

"James was incredibly helpful with regards to the transition of our SMSF, personal life and TPD insurance's and overall projected savings advice. His knowledge and experience within all these matters was very clear and concise which made it very easy for my partner and I to make prompt decisions and all for the better. I have already highly recommended James to my other colleagues who have all praised him for his great work and advice on many financial matters."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"James has given me advice in areas including loan products, super funds, shares and investments and personal insurance. James was usually able to explain things to me in a clear way. Through James's knowledge and experience, I feel confident that the advice given was right for my needs. I usually receive James's full care and attention when I need it."

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

"James, is always very happy to see us. He is very approachable and follows through on every thing we ask of him, which has been varied. He is very personable, knowledgeable on all subjects we have asked and we are very confident that he looks after our best interests. We enjoy our 6 monthly meetings."

  • Superannuation
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"James makes all manner of information simple and clear. He has good knowledge and manages the different personalities of myself and my wife really well. I have reached out to James on occasion to test a theory and he is both responsive and considered."

  • Insurance Protection
  • Self Managed SuperFunds
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James has given us advice on investments in our self managed super fund. He took into account our personal situation and risk profile. The results have been outstanding with our investments showing steady growth despite many ups and downs in the broader market. James has been very professional and responsive in his dealings with us. I highly recommend him."

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

"James has given us advice in areas including self managed super funds and managing investments. James is always able to explain things to us in a clear and detailed manner. Through James's knowledge and experience, we feel very confident that the advice given was right for our needs."

  • Superannuation
  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We have been working with James on all aspects of our financial planning for the last twelve months and feel totally comfortable and confident with the advice and service we have received. James can discuss and explain complex financial scenarios in a way that I am able to understand without making me feel like I need to take a back seat at our meetings. Whenever we have required any information or help outside of our review/meeting, James has assisted promptly and has been very obliging and personable on every occassion."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James always provides sound and timely advice and is proactive in terms of strategies based on market information. I would highly recommend James service as an excellent financial advisor."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 20

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

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

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Pinnacle Financial Services Academy
Completed
2015

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Australian Catholic University (ACU)
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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