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 4.85
  • 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

4.85
7 Reviews
5
4
3
2
1
5.00
Clear communication
4.45
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"'James has given me advice in areas including asset growth, superannuation and tax minimisation strategies. James explained 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 received James's full care and attention when I needed it.'"

  • Superannuation
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"James has given us good advice in the best way to move forward with our financial future now that retirement is upon us. James is very diligent in replying promptly to any queries and follow up on all relevant dealings with both superannuation/pension and government departments. We have no reservations in recommending James as a financial planner."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We are extremely happy to have James as our financial planner. He is always fully organised with paperwork prepared and comprehensive visual displays at the ready for our 6 monthly reviews. He is excellent at listening to any questions we have, and well able to explain issues at an understandable level to those of us with limited financial knowledge. He provides reassuring advice and recommendations on potential changes that could maximise the safety and the returns of our portfolios. James has excellent interpersonal skills, and we certainly feel at ease and relaxed in all our dealings with him. No hesitation in recommending him."

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

"Having never sought financial advice before, I was apprehensive as to what to expect. I had complex financial issues and definitely needed help sorting everything out. I needn't have worried. James listened attentively to everything I had to say, collected all the information over several months and put together different financial scenarios for me to consider. James explained everything in a clear and concise way. His knowledge and experience was clearly demonstrated and enabled me to feel very confident in his advice. I feel happy and assured that my finances are well taken care of. I would highly recommend James to anyone needing financial advice."

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My partner and l had been ignoring our increasing years and approaching retirement. We didn't feel that old! Retirement became imminent we went into a state of panic. It was suggested we contact James. From our first phone conversation we knew we had someone on our side. James took us through our options. He answered all our questions in plain language and at no time did we feel rushed to make decisions. He has never made us feel guilty or uncomfortable about our lack of financial savvy and lack of planning. James has navigated through the complex and confusing maze of both RBF and Centrelink on our behalf. We love our retirement thanks to James' comprehensive advice and hard work."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"At all appointments or reviews James always has paperwork ready and visuals on his computer. He always outlines the results of the Portfolio and gives a comprehensive explanation on the market trends. We take his advice if any changes are necessary without hesitation."

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

"My wife and I are more than happy to have James as our adviser.He has been great with advise and set up our retirement requirements and the results have been very pleasing and we maintain a very good lifestyle as the result of his work."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Master of Applied Finance

Level
9 - Masters Degree
Institution
Charles Sturt University (CSU)
Completed
2013

Graduate Certificate in Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2007

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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