James Hicks

Partners in Planning Pty Ltd

Bronze
2 Yrs Experience
Carnegie, VIC 3163

James is a business partner of the Partners in Planning Group.

They are a financial planning business that lives by its motto ‘not all financial planners are built the same’.

His qualifications include: Bachelor of Commerce (Finance), Master of Applied Finance and Graduate Diploma in Financial Planning

About The Company

Partners in Planning was founded out of a need to provide client-focused advice (opposed to the traditional bank ‘product’ sell). We are founded as a fee-for-service practice.

We firmly believe in fundamental investing and the protection of your lifestyle. We can proudly put up our hand and say we have NEVER recommended any ‘alternative’ investments like emus or forestry products.

We are small enough to care BUT big enough to be around for the long haul

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2023
  • Years of experience 2
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Partners in Planning Pty Ltd

241 Koornang Rd
Carnegie, VIC 3163

Licensed by

A Partner In Planning (Aus) Pty. Ltd

AFSL 476202