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.
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.
James was easy to talk with and very knowledgeable giving us clear direction for moving forward with our Superannuation plan. Would definitely recommend James.
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.
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.
When Financial Solutions (Tamworth)133 Marius St
Tamworth, NSW 2340
- Adviser status Platinum
- Number of reviews 16
- First year providing advice 2004
- Years of experience 19
- Certified Financial Planner (CFP)
Catalpa Pty Ltd