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James Menezies

 James Menezies

Share profile:
20 Faure Lane Unit 6
Dunsborough
WA
6281
AU

Overview CONTACT THE ADVISER

James Menezies James Menezies

total Reviews

36

Experience

12yrs

Status

Platinum

Overall Adviser Rating

90

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Securitas Protect
Securitas Protect

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

TAL
TAL
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Savings & InvestmentsSavings & Investments
My fees
  • Free Initial Consultation
  • Free General Advice

Latest Customer Reviews (3 of 36 total)See all

"Thanks for all your help. And putting up with all our questions and thoughts. You have been easy to communicate with and helpful. Thanks also for dealing with AMP for us"

Sandra, 46-55 15 Jul 2018

"James was extremely friendly and great to deal with. Nothing was ever too hard and he went out of his way to answer all of our questions and make sure we understood everything that was being offered to us. Provided a great service to us and we are very happy and would happily go see James again in the future for any other help we need! "

Maxine, Under 35 11 Jul 2018

"Jacob 6230. James is very knowledgeable and approachable. He was able to help with everything i needed and exceeded expections. Would to family and friends."

Jacob, Under 35 20 Jun 2018

History & Qualifications CONTACT THE ADVISER

My membership

No membership found

Awards
  • TAL Business Partnership Program - Practice of the Year (WA) (2016)
  • Affinia - Practice of The Year (Australia) (2017)
Years of experience
  • 12 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Unit 6
20 Faure Lane, Dunsborough
WA 6281 Australia

Office hours

Monday:   8AM to 6PM
Tuesday:   8AM to 6PM
Wednesday:   8AM to 6PM
Thursday:   8AM to 6PM
Friday:   8AM to 6PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 99% Average Reviews
  • 36 Total Reviews
Sandra, 46-5515 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Thanks for all your help. And putting up with all our questions and thoughts. You have been easy to communicate with and helpful. Thanks also for dealing with AMP for us"

Maxine, Under 3511 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"James was extremely friendly and great to deal with. Nothing was ever too hard and he went out of his way to answer all of our questions and make sure we understood everything that was being offered to us. Provided a great service to us and we are very happy and would happily go see James again in the future for any other help we need! "

Jacob, Under 3520 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Jacob 6230. James is very knowledgeable and approachable. He was able to help with everything i needed and exceeded expections. Would to family and friends."

Cory, Under 3524 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Friendly and proffessional"

Rebecca , Under 3503 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I was very pleased with the service james provided! He was friendly and well informed with the information he provided "

Sam, Under 3507 Mar 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"James was great. Super helpful and explained things well. Has helped organise insurance and Super. Will definitely use James again."

Matt, 35-4516 Jan 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"James was very thourough and he always made himself available to discuss our options. He had a good knowledge base and knew his products well. We highly recommend to others."

Cathal, Under 3515 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Thanks James, I had no idea how my super could be working for me! My family and I are now properly covered and set up for the future."

Melanie, Under 3501 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"James was a pleasure to deal with. He explained everything in simple terms to help us understand and made the whole process very easy from our end."

Brett, 35-4523 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"James has been not just excellent at his job but also patient and very understanding. I totally trust him. "

Nick, Under 3516 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"James was very professional and would highly recommend as I already have done to family members. Went the extra step to come visit me at home and explain all my super options in terms I understood. Did all the work for me, thanks James"

Serena, 35-4517 Jul 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"James was extremely helpful, knowledgeable, easy to relate to and efficient!!! I will be recommending him to friends and family! "

Mandy, 35-4513 Jul 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Thank you James for all the great service, looking forward to being your long-term clients !"

Grant, 46-5512 Jul 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very helpful in the things I was after"

Zac , Under 3510 Jul 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"James was very professional and helpful"

Matthew , 35-4504 Jul 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Great friendly guy was easy to chat to and found the best products for my wife and I. I would recommend James to all my family and friends."

Chantelle, Under 3529 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Our service from James was outstanding. He made things very easy to understand yet very thorough while working around our time schedules "

Tim, 35-4504 Jun 2017
Expand
Overall customer rating
81%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
75%

"Professional service responsive to our needs"

Andy, 35-4523 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"James was helpful and easy to understand. He has put in place insurance that suited me best. "

Jacob, Under 3522 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"James was excellent. I work difficult hours and James worked meetings around what suited me personally which made everything so much easier for me. Would and have already recommended him to friends and family. Very professional and willing to go the extra mile to make sure you understand and are happy with what is happening"

1 2
       

Vouch for & Skills Ranking CONTACT THE ADVISER

3

Number of advisers who vouch for the integrity of this adviser

3

Affinia Financial Advisers Limited

Top 5 Skills (as rated by customers)


#1
Insurance Protection
STRENGTH
36
Customers

#2
Building Super
STRENGTH
17
Customers

#3
Preparing For Retirement
STRENGTH
5
Customers

#4
Estate Planning
STRENGTH
2
Customers

#5
Household Budgeting
STRENGTH
1
Customers

#5
Managing Debt
STRENGTH
1
Customers

#5
Savings Investment
STRENGTH
1
Customers

#5
Self Managed Super Funds
STRENGTH
1
Customers

#5
Tax Effective Strategies
STRENGTH
1
Customers

x

Overall rating

90%

James Menezies

Company: Securitas Protect

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies James Menezies is a member of and in what capacity, the licensee or company of James Menezies and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of James Menezies (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%