James McMaster

When Financial Solutions

Platinum
18 Yrs Experience
Tamworth, NSW 2340

Recent reviews

When Financial Solutions

133 Marius St
Tamworth, NSW 2340

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 16
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

Licensed by

Catalpa Pty Ltd

AFSL 530665

4.90
16 Reviews
5
4
3
2
1
4.90
Clear communication
4.75
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 16

Sort by

4.75

"James was recommended by a good friend & we have been very impressed by James’ professionalism, knowledge & caring manner. James was able to help us set up a Pension Superannuation Plan & Managed Fund for our retirement. We found James a pleasure to do business with as he listened to our concerns & was very helpful to explain things in a straightforward & uncomplicated manner. I would & will definitely refer James to my friends & acquaintances."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James has always been pleasant, easy to understand and very professional in all our dealings with him. I would recommend him to all our family, friends and anyone looking for professional advice on retirement and pension options."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James was easy to talk with and very knowledgeable giving us clear direction for moving forward with our Superannuation plan. Would definitely recommend James."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James has given me advice on restructuring my super fund. James was very knowledgeable and has a vast amount of experience. I feel very confident that the advice given to me by James was right for my needs."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We were with James previously, and he always had our best interests at heart. He has helped us with the transition from working life to retirement, and as well as advice on our Superannuation has kept us informed on what benefits we are entitled to from Centrelink. When the opportunity arose we decided that the support James has given us in the past, was what we needed in our life now moving forward."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James took the time to explain the process of moving to retirement, the best strategies for both my wife and myself to adopt leading up to and post retirement. James treated us as people not just as a customer and took the time to answer what sometimes must of seemed silly questions in a way that we could understand. James gave us confidence with his knowledge and advice to take the next steps to retirement."

  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I found James to be very friendly and thoughtful of what I want."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James is very easy to talk to and gives good clear advice. I feel confident that my finances are in good order as I approach my retirement age."

  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I was very impressed with James’s professionalism. I found James very approachable and he explained issues in laymen’s terms."

  • Superannuation
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I found James to be extremely helpful and very knowledgable. Would highly recomend him."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 16

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2010

Bachelor of Financial Administration

Level
7 - Bachelor Degree
Institution
University of New England (UNE)
Completed
2000

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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