James Marsh FChFP
About Me
I am Director and Senior Financial Planner of Freedom Wealth Solutions and specialise in Pre & Post Retirement Planning and Personal Risk protection.
I have over 15 years' experience in the Financial Planning industry with the majority of that time spent with 2 of Australia's largest financial service providers.
I engage in a thorough process to ensure that all needs and desires are catered for whilst establishing strategies to work towards your goals.
Establishing long term relationships with clients and riding the waves together whilst helping them achieve their goals is something I am passionate about.
Areas of Focus
- Cashflow management
- Debt management
- Divorce
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Graduate Diploma
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Years of Experience 14 Years
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Licensed By Ri Advice Group Pty Ltd
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Advice Fees From $1,210