James Dilger
Tasmanian Wealth Management
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
My fees
Recent reviews
At a glance
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Adviser status
Platinum
- Rating
- Number of reviews 30
- First year providing advice 2009
- Years of experience 15
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Highest qualification
- Master of Applied Finance
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Language spoken
- English
Tasmanian Wealth Management
40 Canning StLaunceston, TAS 7250
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Hillross Financial Services Ltd
AFSL 232705
