James Walker-Powell

More4Life Financial Services Pty Ltd

Gold
33 Yrs Experience
Brookvale, NSW 2100

James Walker Powell, MFP, CFP, BPE, Dip teach

James Walker-Powell is an entrepreneur who runs a successful financial planning business. He holds a Masters of Financial Planning , Bachelor of Physical Education as well as a Diploma of teaching and Financial Planning. Besides being a financial planning advisor, James is a keen sportsman and a respected coach in both sport and business. James is a financial coach to a large number of high profile legal and medical professionals, senior executives and small business owners. He is a regular contributor in both the print and electronic media.

James has been in financial planning since 1989, working with successful men and women who see him as their facilitator.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 1989
  • Years of experience 33
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

More4Life Financial Services Pty Ltd

Unit 225, 20 Dale Street
Brookvale, NSW 2100

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

More4Life Financial Services Pty Ltd

AFSL 316809