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James Jagodnik

 James Jagodnik

Share profile:
Level 8, 15 Blue Street
North Sydney
NSW
2060
AU

Overview CONTACT THE ADVISER

James Jagodnik James Jagodnik

total Reviews

11

Experience

5yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Stanford Brown
Stanford Brown

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:

The Lunar Group Pty Limited
The Lunar Group Pty Limited
Expertise
Building SuperBuilding Super
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies

Latest Customer Reviews (3 of 11 total)See all

"he's a great guy, dynamic and on the ball."

Lyn, 65+ 15 Nov 2017

"James is a skilled, friendly and extremely professional adviser who has been able to deliver some security and peace of mind to me in an otherwise complex and fairly aggressive industry."

Simon, Under 35 17 Apr 2017

"It is because of James that I'm client. He listens offers excellent advice and is open to discuss matters. Every company is made up of individuals, as far as I'm concerned James is SB."

Vic, 65+ 15 Apr 2017

History & Qualifications CONTACT THE ADVISER

My membership
Awards
  • No award found
Years of experience
  • 5 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Level 8, 15 Blue Street, North Sydney
NSW 2060 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 98% Average Reviews
  • 11 Total Reviews
Lyn, 65+15 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"he's a great guy, dynamic and on the ball."

Simon, Under 3517 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"James is a skilled, friendly and extremely professional adviser who has been able to deliver some security and peace of mind to me in an otherwise complex and fairly aggressive industry."

Vic, 65+15 Apr 2017
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
100%

"It is because of James that I'm client. He listens offers excellent advice and is open to discuss matters. Every company is made up of individuals, as far as I'm concerned James is SB."

David, 65+04 Apr 2017
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"I have met with James on several occasions as part of a transition from my previous advisor. He is very personable and shows an excellent understanding of his company's investment strategy and how it can meet my needs. He gives one confidence that he will deliver on his assurances."

Ian & Ann, 65+30 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"James shows by way of his explanations that he is across all our retirement portfolios and can speak with authority on their performances. We have every confidence in him."

Peter, 56-6530 Sep 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"James has been advising us for several years, he has provided good advice, always shows an interest in our needs and expectations in a friendly way"

Trevor, 65+28 Jul 2016
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"We have found James to be efficient,precise,proffessional and extremely helpful and courteous at all times"

Ross, 46-5523 Jul 2016
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"James is a credit to his industry. I approached James on recommendation with no idea what to expect, but an inner need to seek professional financial advice from an adviser in my 40's. He is thorough, meticulous, professional, and very proactive. Recommend highly. "

Kees & Diny, 65+27 May 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"My wife and I are very satisfied with James"

Viktor, 35-4526 May 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"James is very professional and knowledgeable. I have had no issue with personally recommending him to family and friends."

Kevin , 56-6520 May 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Clear documentation, thoroughly explained and financial outcomes as per expectations "

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

2

Number of advisers who vouch for the integrity of this adviser

2

THE LUNAR GROUP PTY LIMITED

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
8
Customers

#2
Preparing For Retirement
STRENGTH
4
Customers

#3
Self Managed Super Funds
STRENGTH
3
Customers

#3
Tax Effective Strategies
STRENGTH
3
Customers

#4
Insurance Protection
STRENGTH
2
Customers

#4
Savings Investment
STRENGTH
2
Customers

#5
Aged Care
STRENGTH
1
Customers

#5
Centrelink Benefits
STRENGTH
1
Customers

#5
Estate Planning
STRENGTH
1
Customers

#5
Margin Lending Geared Investments
STRENGTH
1
Customers

x

Overall rating

90%

James Jagodnik

Company: Stanford Brown

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies James Jagodnik is a member of and in what capacity, the licensee or company of James Jagodnik 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 Jagodnik (see report card scoring)

Qualifications: 100%

Compliance: 93%

Experience: 75%

Quality of Advice: 0%

Customer Satisfaction: 0%