James Smith

North West Wealth Management

Gold
13 Yrs Experience
Tamworth, NSW 2340

James grew up on a family farm before starting his financial services career, firstly as a finance consultant and since 2011 as Principal Adviser and Director of North West Wealth Management. James is passionate about building and protecting the wealth of regional families and small business.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

At a glance

  • Adviser status Gold
  • First year providing advice 2011
  • Years of experience 13
  • Highest qualification
    • Bachelor of Business (Agricultural Commerce)
  • Language spoken
    • English

North West Wealth Management

442-450 Goonoo Goonoo Road
Tamworth, NSW 2340

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323