James Cruz

Evolution Financial Planning Pty Ltd

Silver
26 Yrs Experience
Ballina, NSW 2478

Recent reviews

Evolution Financial Planning Pty Ltd

Shop 4, 122 Tamar Street
Ballina, NSW 2478

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1996
  • Years of experience 26
  • Highest qualification
    • Diploma of Financial Planning (DFP 1-8)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Complex Investments
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

I believe a fixed, agreed upon fee provides certainty and confidence on undertaking the required work to get families financially well organised. We are able to succinctly outline the value of our advice to you before any work is started.

Licensed by

Evolution Advisory Pty Ltd

AFSL 412063

5.00
1 Review
5
4
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"'It was my pleasure to deal with James & his team-services provided in time, completely satisfactorily for my needs and best solution in a very short time. I also work in the Financial Planning industry and recruit Financial planners every day for Firms just like Jame's. But there is a reason that I chose James to do my personal financial matters because he kept it easy to understand explanations and his team were fantastic in helping me work through each step of the process.'"

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

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Behavioural Finance and Investment Portfolio Management

Level
0 - Training / Exam / Other
Institution
University of New England (UNE)
Completed
2020

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional (prev Integratec)
Completed
2004

Listed Product Accreditation Course (LPAC)

Level
0 - Training / Exam / Other
Institution
Australian Securities Exchange (ASX)
Completed
2007

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Deakin University
Completed
2003

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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