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4.75
1 Review

Cat James

Plansure

Gold
12 Yrs Experience
Unley, SA 5061

I have over 15 years experience working in the Financial Planning industry. A career that has taken me from Brisbane to Adelaide has seen my experience in all stages of the advice process. From my beginnings in administration support, to paraplanning, advising and now also being the director of Plansure, my varied experience allows me to approach my clients with a unique level of understanding.

I am highly dedicated to providing the best advice to my clients. I am highly passionate about the industry and love to continuously build my knowledge and education.

Expertise

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

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 1
  • First year providing advice 2012
  • Years of experience 12
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Plansure

1 Hughes Street
Unley, SA 5061

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Professional Investment Services Pty Ltd

AFSL 234951