James Hicks

Partners in Planning Pty Ltd

Bronze
2 Yrs Experience
Carnegie, VIC 3163

James is a business partner of the Partners in Planning Group.

They are a financial planning business that lives by its motto ‘not all financial planners are built the same’.

His qualifications include: Bachelor of Commerce (Finance), Master of Applied Finance and Graduate Diploma in Financial Planning and is an SMSF specialist adviser

About The Company

Partners in Planning was founded out of a need to provide client-focused advice (opposed to the traditional bank ‘product’ sell). We are an independent, fee-for-service practice.

We firmly believe in fundamental investing and the protection of your lifestyle.

We are small enough to care BUT big enough to be around for the long haul

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

 Get in touch

Fee Structure depends on the Advice sought . A Quote on the Fee Structure is given after the initial meeting .

At a glance

  • Adviser status Bronze
  • First year providing advice 2023
  • Years of experience 2
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Partners in Planning Pty Ltd

241 Koornang Rd
Carnegie, VIC 3163
21a Fairlie St
Hamlyn Heights, VIC 3215

Licensed by

A Partner In Planning (Aus) Pty. Ltd

AFSL 476202