James Dilger

Tasmanian Wealth Management

Platinum
13 Yrs Experience
Launceston, TAS 7250

James Dilger is a director of Tasmanian Wealth Management and has been in the financial planning sector since 2005.   His focus is to provide clear strategies for clients to ensure they are achieving their goals. He values the ongoing education process for both his clients and himself.  

James specialises in helping clients with their pre-retirement planning and managing their ongoing financial needs once they have retired.   He takes a holistic approach to advice and derives a great deal of satisfaction with helping his clients stay on the right path with their financial road map. 

James has been an authorised financial adviser since March 2009.  He has completed a Master of Applied Finance degree, majoring in Financial Planning and is also an FPA member.

Areas of expertise James Dilger specialises in:

  • Retirement Planning
  • Superannuation
  • Centrelink
  • Insurance Advice
  • Investment Strategies

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • 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 Platinum
  • Rating 4.90
  • Number of reviews 7
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Tasmanian Wealth Management

40 Canning St
Launceston, TAS 7250

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Hillross Financial Services Ltd

AFSL 232705