MenuJames Green CFP®
About Me
James is a Partner of Core Wealth Financial Planning and a Certified Financial Planner (CFP®). He holds a Masters in Financial Planning and specialises in formulating holistic and multifaceted financial advice strategies that encompass all areas of wealth accumulation and protection.
Areas of Focus
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Years of Experience 11 Years -
Licensed By Core Wealth Group Pty Ltd
