James Weyler

Abundant Advisory

Gold

11 Yrs Experience

Newstead, QLD 4006

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James has been working in the industry since 2010 and in an advice capacity since 2013. James is passionate about the financial planning process and enjoys building trusting relationships with his clients and helping them navigate the complex world of wealth accumulation and retirement.

Outside of work James is an avid sportsman and an Officer in the Australian Army Reserves.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Cashflow & Income
Tax Strategies
Growing Assets
Budgeting

5.00 March 2025

James started by asking a series of questions to understand my situation and needs. He then went through a number of resources to clearly explain my specific questions and in turn opened my eyes to the bigger picture of managing my portfolio. James was an excellent listener and a clear and concise speaker. I would definitely recommend him.

5.00 March 2025

At a time when we were consolidating our affairs, James provided easy to understand advice and recommendations consistent with our financial priorities. Very happy to recommend him to others.

5.00 November 2024

It's been a real pleasure working with James. He is extremely approachable and respectful. He is a very good listener and aware of the need to understand the nuances of his client's circumstances and needs. The advice he provides is clearly explained, which is extremely valuable to clients seeking to navigate complex materials and choices. He has always responded promptly to requests for meetings information and advice and in his execution of that advice. I am very happy to recommend him to other clients.

5.00 November 2024

We have found James a very approachable person. He is competent in all aspects of his work. James is a good listener and communicates clearly across different situations. He explains all elements in relation to advice offered. James is client centred and has your best interest at heart. We thoroughly recommend James to any person seeking financial advice.

Adviser status Gold
Rating 5.00
Number of reviews 4
First year providing advice 2014
Years of experience 11
Highest qualification
- Certified Financial Planner (CFP)
Language spoken
- English

Abundant Advisory

Level 2, 76 Skyring Terrace
Newstead, QLD 4006

l6, 201 Kent St
Sydney, NSW 2000

8:30am – 5:00pm Monday – Friday

Spark Advisors Australia

AFSL 380552

James Weyler

Abundant Advisory

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