James Petterson
About Me
JP Financial Planning is a specialist financial planning office located in Lutwyche, QLD. The services we offer include wealth planning and investment advice, superannuation, personal insurance, retirement planning, cash flow management, and more. Although we are based in Lutwyche we service clients from all over Brisbane such as Windsor, Albion, Newstead, Red Hill, Paddington, Wilston, Grange, Gordon Park, Kedron, Wavell Height, Northgate, Hendra, Stafford, Stafford Heights, Everton Park, Everton Hills, Ferny Grove, Ferny Hills, Bridgeman Downs, Geebung, Banyo, Nudgee, Enoggera, Mitchelton, South Brisbane and all surrounding areas. If you are looking for the best financial planner in Lutwyche, look no further!
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 12 Years
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Licensed By Cobalt Advisers Pty Ltd