James McFall

Yield Financial Planning

13 Reviews
24 Yrs Experience
Surrey Hills, VIC 3127

Founder of Yield Financial Planning, I have dedicated my career to Financial Planning since 1999. 

My main areas of expertise extend to Property and Share markets, SMSF's, Risk Protection (including Insurance) and Retirement Planning. This experience has been fostered and developed from directorships in Property focused businesses, as well as personal investment and studies in Property and Share markets and over 15 years advising clients on their Financial Plans.

I identify my success with our client’s success and am completely invested in Yields corporate vision, to deliver an unrivalled client experience.

We would love to help you, so please feel free to go to our website www.yieldfp.com.au and book a meeting.


  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.71
  • Number of reviews 13
  • First year providing advice 2000
  • Years of experience 24
  • Highest qualification
    • Master of Commerce (Financial Planning)
  • Language spoken
    • English

Yield Financial Planning

Suite 4, Level 1, 670 Canterbury Rd
Surrey Hills, VIC 3127

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Lifespan Financial Planning

AFSL 229892