Kieren James

Priority Advisory Group

Platinum

21 Yrs Experience

Chatswood, NSW 2067

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Senior Financial Planning Professional with over 20 years experience in all areas of superannuation, tax effective investment, portfolio and personal risk management. Always working with my clients to help them achieve their greatest outcomes.

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

Free 15min initial discussion to determine your situation, needs and match for our professional services.

5.00 December 2024

Very detailed information and explanations when l had queries or needed further information on the strategy being presented. Fully open to understanding my particular needs and/or wants in planning investment and income as i plan to commence retirement.

4.75 December 2024

We have found Kieren to be professional, empathetic and readily available in difficult times for us. Now looking forward to future professional interactions and advice from him. He comes highly recommended.

5.00 August 2023

Kieren has been my financial advisor for 4 years and I really appreciate his professional advice he has given me. He is friendly, efficient and always responds promptly to clarify things.I highly recommend Kieren to prospective clients. Andrea

5.00 August 2023

Kieren has looked after us for the last 3 years. He has clearly demonstrated his product research and knowledge, by presenting us with options to manage our finances through difficult times. His professional approach has certainly benefited us. We have no hesitation in recommending Kieren to prospective clients. Peter & Sandy

4.75 August 2023

Paola & Francesco, 65+ Years, Toukley, NSW

Kieren has been our finance adviser for the last 3 years.

Since the beginning, we appreciated his friendly, efficient, excellent professional approach.

When we need clarifications and help, He always responds promptly.

We are happy to have Kieren on our side and We really recommend him as finance adviser.

Adviser status Platinum
Rating 4.95
Number of reviews 30
First year providing advice 2003
Years of experience 21
Highest qualifications
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
Language spoken
- English