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5.00
1 Review

Darren James

Mba Financial Strategists Pty Ltd

Silver
21 Yrs Experience
Unley, SA 5061

Recent reviews

Mba Financial Strategists Pty Ltd

77 King William Road
Unley, SA 5061

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Diploma of Financial Planning (DFP 1-8)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

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5.00

"I LIKE Darren's ADVISE ON SUPER AND RETIREMENT"

  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • 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

  • Retirement & Pension
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Planning Association of Australia (FPA)
Completed
2004

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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