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.
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.
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.
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
- Adviser status Gold
- Number of reviews 3
- First year providing advice 1989
- Years of experience 34
- Master of Financial Planning
More4Life Financial Services Pty LtdUnit 225, 20 Dale Street
Brookvale, NSW 2100
- 9:00am – 5:00pm Monday – Friday
More4Life Financial Services Pty Ltd