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

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

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5.00

"JWP (as I like to refer to James) is a terrific adviser, clever and astute businessman, and explains complex financial products and concepts in easy to understand terms. He has his client's financial welfare and long term goals at the forefront of his mind and at the heart of his advice. His friendly and genuine nature are the cherries on top of working with an all around brilliant financial adviser. My recommendation wouldn't be complete without a nod to the staff in James' office who are equally outstanding - incredibly efficient, responsive and polite... the trifecta."

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

"James has looked after my superannaution and retirement planning for more than 30 years, and for the last 10 years or so has included my wife Kay after she retired from her Public Service employment. He is attentive, always available, has or promptly finds the answers to enquiries, and our working relationship is one of courtesy, privacy and complete trust."

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

"As an existing client of over 25 years I have found James to be wise in recommending the proper products at the most competitive price. The outstanding feature of james’ great success is that, in times of need or sickness, he is the client’s advocate to the insurer for sickness and accident insurance to ensure the insurance he sold you years ago, and you said you did not need, is there to pay you every month. In addition he becomes a member of your family to protect you from any issue that may arise. James is a wonderful, caring and considerate man and adviser who puts clients first and his pocket and fees way down the list of priorities. Well done James! Andrew K - SYDNEY"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1999

Ethics and Professionalism in Financial Advice - Bridging Course

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

Bachelor of Physical Education

Level
7 - Bachelor Degree
Institution
The University of Western Australia (UWA)
Completed
1988

Diploma of Teaching

Level
5 - Diploma
Institution
Australian College of Physical Education (ACPE)
Completed
1986

Master of Financial Planning

Level
9 - Masters Degree
Institution
Griffith University
Completed
2018

Professional Memberships

Associated Advisory Practices (AAP)

Membership type
Member

Association of Financial Advisers (AFA)

Membership type
Member

Financial Ombudsman Service (FOS)

Membership type
Member
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