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
- Insurance Advice
- Investment Strategies
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Willing to listen and spend the time to explain a concept when necessary. Keeps up to date with new or better investment options in an active market.
Very satisfied. As mentioned James has looked at all aspects of our finance's and given us great advise that has been implemented and returned great tax reductions and refunds.
James is always helpful at explaining what is happening in the marketplace, always has time for questions and is always concerned and helpful with your financial situation
Approachable. Accessible. Confident in his advice. Good sense of humour. We feel we are doing well following his advice. Goes above and beyond when needed.
- Adviser status Platinum
- Number of reviews 30
- First year providing advice 2009
- Years of experience 14
- Master of Applied Finance
Tasmanian Wealth Management40 Canning St
Launceston, TAS 7250
- 9:00am – 5:00pm Monday – Friday
Hillross Financial Services Ltd