James Tarawhiti
About Me
I enjoy working with clients to help them meet their financial goals.
I am passionate about improving the well being of my clients, their families and the wider community by increasing their personal wealth and financial literacy.
I have over 16 years experience in financial planning working with clients in the Northern Beaches and Central Coast.
Areas of Focus
- Aged care
- Estate planning
- Government assistance
- Investments
- Retirement
- Superannuation
- Wealth management
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Years of Experience 18 Years
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Licensed By Count Financial Limited