James Stephen

Strategic Wealth Services

Platinum
19 Yrs Experience
Surrey Hills, VIC 3127

Recent reviews

Strategic Wealth Services

Level 1, 917 Riversdale Rd
Surrey Hills, VIC 3127

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 10
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • 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

Licensed by

Strategic Wealth Services

AFSL 246845