James down to earth approach makes understanding his advice easy.
After spending quite a bit of time looking for an advisor that wasn’t trying to sell me every package under the sun, I found the advice from James to be honest, to the point and relevant to our situation.
I wouldn’t hesitate to recommend James and his team to any family or friends looking to secure their future.
James has given me advice in areas including self managed super funds and transitioning to retirement with an adequate pension stream. James was always able to explain things to me in a clear way. Through James's knowledge and experience, I feel very confident that the advice given was right for my needs.
James has been my financial adviser since I retired and set up my SMSF. I have as always been given his undivided attention when I need it and happily recommend friends to him.
James has provided us with advice across a number of areas including how to grow our self managed superannuation fund. He is extremely knowledgeable in multiple areas and has steered us in the right direction with our property portfolio as well. James has always made himself available for ad hoc advice between our regular scheduled meetings. Since moving to First Financial, we have watched our self managed superannuation fund grow considerably. We highly would recommend James to anyone wanting to grow their superannuation.
I’ve been very impressed with James' expertise.
First Financial Pty LtdLevel 9, 90 Collins St
Melbourne, VIC 3000
- 9:00am – 5:00pm Monday – Friday
- Adviser status Gold
- Number of reviews 5
- First year providing advice 2012
- Years of experience 11
- Graduate Diploma of Applied Finance (Financial Planning)
- Certified Financial Planner (CFP)
First Financial Pty Ltd