James Esselmont CFP®

TJR Exhibition Street Pty Ltd t/as PMD Financial Advisers 03 9824... www.pmdadvice.com.au Contact

About Me

I am a Director of PMD Financial Advisers located in Exhibition St, Melbourne and I deal with a range of clients, including many successful business owners and high net worth individuals. Working with clients to develop a Strategic Financial Plan that will enable them to achieve the financial and lifestyle goals is central to the service I offer. As all clients have differing aspirations, developing highly customised solutions is a key driver for me as I aim to ensure clients have confidence about their future financial goals. Ultimately I really enjoy working with clients and developing strong working relationships as we implement and refine plans into the future.My personal life is very busy with three young children to manage however I do enjoy the football and the occasional game of golf.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 19 Years
  • Licensed By
    Licensed By Consultum Financial Advisers Pty Ltd
CERTIFIED FINANCIAL PLANNER®