I am a Financial Planner and qualified Tax Accountant with over 30 years experience in providing taxation, accounting and business planning advice on a personal and business level.
As the principal of a public accounting practice, I have specialised in advising small to medium enterprises and high net worth individuals on taxation strategies, structuring personal and business entities, self-managed superannuation funds, investment strategies and risk management.
I think the biggest thing when asking someone else to deal with my money is trust. I have saved thousands in relation to my tax and have seen a large percentage return on investments. I have known some members of the team for over ten years, and I have friends who have used their services for over 20 years. What more could I ask for from these guys other than what I receive? Good returns, good savings and good advice.
James has provided a range of tax, financial and investment advice to us for some 30 years. He is a highly experienced professional with deep knowledge of the tax and superannuation system and has asssited with the management of our small business
- Adviser status Silver
- Number of reviews 2
- First year providing advice 2014
- Years of experience 9
- Diploma of Financial Planning (1-8)
RetirewiseSuite 2, 344A Illawarra Road
Marrickville, NSW 2204
- 9:00am – 6:00pm Monday – Friday
- In person
- Video call
Count Financial Limited