James Middleton - Financial Planner
Specialist Skills
- Aged care advice
- Wealth creation strategies
- Investment options and management
- Tax Planning and Tax minimization
- Superannuation and Pension Advice
- Retirement Planning
- Insurance and risk mitigation
Professional Qualifications
- Master of Commerce (Finance)
- ASIC Registered Financial Advisor
- Certified FAAA Aged Care Specialist
Membership and Associations
- Authorised Representative of Charter Financial Planning
- Member of Financial Advisers Association of Australia (FAAA)
- Member of The Advisers Association (TAA)
- Australian Financial Complaints Authority
- Justice of the Peace (NSW)
Career and Industry Highlights
James discovered his passion for the industry through firsthand experience with quality financial advice. Motivated by the impact he could have on others’ financial well-being, he transitioned from a successful career in psychology research to pursue a Master of Commerce, specializing in investment management. His commitment to excellence was evident as he graduated “With Excellence.”
Personal Interests
- Tabletop wargaming
- Scuba Diving
- Spending quality time with my new baby boy & partner
James's Planner Profile...
Download a printable version of James's Profile: James Middleton - Planner Profile. Or to make an appointment to meet with James, call our team to arrange an appointment on 02 9328 0876.
Sydney Financial Planning Pty Ltd (ABN 29 606 413 254), trading as Sydney Financial Planning & Illawarra Financial Planning is an Authorised Representative and Credit Representative of Charter Financial Planning Limited Australian Financial Services Licensee.
This document provides general information only. Before making any financial or investment decisions, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs.