David James

Gem Planning

Bronze
26 Yrs Experience
Port Adelaide, SA 5015

Gem Planning

82 Dale St
Port Adelaide, SA 5015

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Bronze
  • First year providing advice 1999
  • Years of experience 26
  • Highest qualification
    • Graduate Diploma of Applied Finance and Investment
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Akumin Pty Ltd

AFSL 232706