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

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

Sort by

5.00

"James has given me advice in property investment, superannuation, insurance and growing a shares portfolio. I have been a client of James for a number of years now and I am very confident in recommending James to others due to his vast experience and knowledge base. James is very personable, a clear communicator and always available to take your call."

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

"Over the last 4 years, both Cecilia and I have greatly appreciated the involvement and advice of James in the management and optimization of our managed superannuation fund and other financial aspects including pension and share investment. He has always responded very quickly to any queries we have and his support team are a pleasure to work with as well. We would highly recommend James."

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James has provided us with consistently helpful advice over the years on a financial strategy, budgeting, insurances and planning for retirement. His professionalism and manner make him an absolute pleasure to work with. We're very confident that his advice has assisted us in making the right decisions for our financial health today and into the future."

  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Through James knowledge and experience, I feel very confident on the advice he has given me for my needs."

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

"James has been our trusted adviser for many years now and he has been recommended and used by friends and family alike. Would thoroughly recommend James to anyone, he has simple explanations of some complex financial products and his knowledge is second to none."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'James has given me advice in areas including complex investments, self managed super funds and managing debt. James was usually 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. I usually received James's full care and attention when I needed it.'"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"James has given me advice in areas including Superannuation, cash management and my aged pension. James was usually 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. I usually received James's full care and attention when I needed it."

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

"James has given me advice ranging from superannuation matters to budgeting and managing debt. He always takes the time to explain the issues in detail and in an easily digestible manner. He understands my psyche, what makes me tick and my relationship with money. I would have no hesitation on recommending James for his expert advice and experience."

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James always gives me advice on my retirement and superannuation and helps me deal with Centrelink when needed"

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

"James has always been a friendly and helpful adviser and explains things in a clear and easy to understand way. I don't have time to work through complicated jargon and a million options and James always helps me find a well priced, well targeted product. Great service!"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 10

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
1998

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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