James Middleton
Financial Adviser
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About
James Middleton is an ASIC-registered financial adviser based in Edgecliff, NSW, committed to providing tailored financial solutions to help you achieve your goals. James holds a Master of Commerce from the University of New South Wales (2021) and continually enhances his expertise through professional development. He has earned the Accredited Aged Care Professional designation from Aged Care Steps (2024), completed the SuperConcepts Specialist SMSF Course (2024), and is working towards his Certified Financial Planner certification with the Financial Advice Association of Australia (FAAA) (expected 2025). James is authorized to provide advice on a comprehensive range of financial products, ensuring that your financial strategy is well-rounded and aligned with your specific needs. This includes superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts, and government debt securities. Key services offered include: • Superannuation advice, including SMSFs • Comprehensive insurance solutions • Strategic wealth management • Retirement planning for a secure future • Investment advice Ready to take control of your financial future? Contact James today to schedule a consultation and discuss how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does James Middleton offer?
James Middleton provides advice on superannuation, insurance, wealth management, retirement planning, and various investment products including securities and derivatives. He tailors his advice to meet your individual financial goals and circumstances.
What qualifications does James Middleton have?
James holds a Master of Commerce from the University of New South Wales and has completed specialist training including the Accredited Aged Care Professional designation and the SuperConcepts Specialist SMSF Course. He is also working towards his Certified Financial Planner certification.
How does James Middleton approach financial planning?
James takes a client-centered approach, starting with a thorough understanding of your current financial situation, goals, and risk tolerance. He then develops a personalized strategy designed to help you achieve your objectives, providing ongoing support and adjustments as needed.
What can I expect during my first meeting with James Middleton?
During your initial consultation, James will discuss your financial goals, gather information about your current financial situation, and explain his advisory process. This meeting is an opportunity for you to ask questions and determine if James is the right financial adviser for you.
Does James Middleton specialize in any particular area of financial advice?
Yes, James has specialist knowledge in aged care financial planning and Self-Managed Super Funds (SMSFs), in addition to his broad expertise in superannuation, retirement planning, wealth management, and insurance.
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