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

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

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 1
  • Years of experience 1
  • Highest qualification
    • Master of Commerce
  • Language spoken
    • English

Sydney Financial Planning

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

Opening hours

  • 8:30am – 5:30pm Monday – Friday

Licensed by

Charter Financial Planning

AFSL 234665