James Middleton
About Me
SPECIALIST SKILLS
Aged care advice
Wealth creation strategies
Investment options and management
Tax Planning and Tax minimization
Superannuation and Pension Advice
Retirement Planning
Insurance and risk mitigation
PROFESSIONAL QUALIFICATIONS
Master of Commerce (Finance)
ASIC Registered Financial Advisor
MEMBERSHIPS AND ASSOCIATIONS
Australian Financial Complaints Authority
Financial Advice Association Australia
The Advisers Association
Justice of the Peace (NSW)
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Licensed By Charter Financial Planning Limited