5.00

5 Reviews

James Middleton

Sydney Financial Planning

Bronze

Newly Registered

Edgecliff, NSW 2027

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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.”

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Cashflow & Income
Tax Strategies
Growing Assets
Budgeting

5.00 December 2024

I have a sense of certainty and security around my financial goals. It has helped tremendously having James assist with the process around my finances.

5.00 December 2024

I felt comfortable with how he explained investments and strategies. It was very easy to understand what was going on and the communication was good.

5.00 December 2024

James provided me with peace of mind, clear insights into tax savings and processes, consistent growth and a sense of security.

5.00 December 2024

James made the complicated simple, and I now feel that we have the peace of mind of our retirement.

5.00 November 2024

James Helped us find the right assets and strategies to give us the peace of mind that we will be able to live a comfortable retirement.

Adviser status Bronze
Rating 5.00
Number of reviews 5
First year providing advice 2024
Years of experience Newly Registered
Highest qualification
- Master of Commerce
Language spoken
- English

Edgecliff, NSW 2027 – Google Maps

Sydney Financial Planning

Suite 13, 201 New South Head Rd
Edgecliff, NSW 2027

8:30am – 8:00pm Monday – Friday

In person
Phone
Video call

Charter Financial Planning

AFSL 234665