MenuJames Carroll CFP®
About Me
James is an experienced Certified Financial Planner with over 20 years experience in the industry specialising in Wealth Creation, Tax Planning, Debt to Wealth, Retirement Planning and SMSF advice needs. James will assist to make the complex simple and work with you to formulate a financial and lifestyle plan that will ensure you achieve your needs and objectives in a professional, confident and collaberative environment.
Areas of Focus
- Aged care
- Cashflow management
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 23 Years -
Licensed By Psk Advisory Services Pty Ltd
