Darren James

MBA Financial Strategists

Silver
23 Yrs Experience
Unley, SA 5061

I have been a financial planner since 2001. In 2002 I took over my father's practice, who had retired after operating a practice in rural South Australia. I am married with two young school age children who keep my wife and I very busy. In my spare time I love a full range of sporting activities including running, fishing, AFL, mountain biking and water sports to name a few!

Seeing that I have helped make a difference to client's lives and enabled them to achieve their goals, both personally and financially is the most enjoyable part of financial planning for me. My longstanding relationships with clients from various walks of life ensures I cover all facets of financial planning, including retirement planning, investment strategies, superannuation, estate planning, wealth creation and insurance.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies

My fees

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

We will discuss your individual needs and agree our fees with you. The actual agreed fees will depend on factors such as the complexity of your circumstances and goals and the scope of the advice.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2001
  • Years of experience 23
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

MBA Financial Strategists

77 King William Road
Unley, SA 5061

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706