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James McGregor

Apt Wealth Partners

Gold
35 Yrs Experience
Sydney, NSW 2000

James is the Managing Director of our firm and has over 25 years’ experience in the financial planning profession. His qualifications include a Bachelor of Arts (Economics) and a Diploma of Financial Planning. As well as being a Certified Financial Planner™ with the Financial Planning Association of Australia, James is a fellow of the Financial Services Institute of Australasia.

Expertise

  • 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

At a glance

  • Adviser status Gold
  • First year providing advice 1991
  • Years of experience 35
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Applied Finance and Investment
  • Language spoken
    • English

Apt Wealth Partners

Level 12, 8 Spring St
Sydney, NSW 2000

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Apt Wealth Partners

AFSL 436121