MenuKieren James CFP®
About Me
Senior Financial Adviser and Certified Financial Planner at Priority Advisory Group. Over 20 years experience in providing high-level, bespoke, professional strategic and holistic financial advice. Specialising in all aspects of wealth accumulation, cash flow and tax planning, risk management, investment, superannuation and retirement planning.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Masters Degree -
Years of Experience 21 Years -
Licensed By Fortnum Private Wealth Ltd
