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James Millard

About Me

Specialising in creating choice, flexibility and freedom with strategic, holistic financial planning for young people dealing with life’s many moving pieces.

Areas of Focus

  • Aged care
  • Cashflow management
  • Investments
  • Life/personal insurances
  • SME advice
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 17 Years
  • Licensed By
    Licensed By Synchron Advice Pty Ltd

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  • CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP flame logo are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Advice Association of Australia Limited (FAAA) is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.

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