James Middleton
Sydney Financial Planning
Bronze
1 Yr Experience
Edgecliff, NSW 2027
James discovered his passion for the industry through firsthand experience with quality financial advice. Motivated by the impact he could have on others’ financial well-being, he transitioned from a successful career in psychology research to pursue a Master of Commerce, specializing in investment management. His commitment to excellence was evident as he graduated “With Excellence.”
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Recent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 5
- First year providing advice 2024
- Years of experience 1
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Highest qualification
- Master of Commerce
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Language spoken
- English
Sydney Financial Planning
Suite 13, 201 New South Head RdEdgecliff, NSW 2027
Opening hours
- 8:30am – 8:00pm Monday – Friday
Meeting methods
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In person
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Phone
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Video call
Licensed by
Charter Financial Planning
AFSL 234665
