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JD

James Dilger

Financial Adviser

Tasmanian Wealth Management
Launceston, TAS 7250

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About

James Dilger is an ASIC-registered financial adviser based in Launceston, Tasmania, dedicated to helping individuals and families achieve their financial goals. With a strong academic foundation including a Graduate Certificate in Financial Planning from RMIT, a Master of Applied Finance (Financial Planning) from Charles Sturt University, and ongoing professional development such as the Ethics and Professionalism in Financial Advice certification, James is well-equipped to provide comprehensive and ethical financial advice. James is authorized to provide advice on a wide range of financial products, ensuring a holistic approach to your financial well-being. This includes superannuation, insurance, wealth management, and retirement planning, as well as investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts and government debt securities. Key services offered: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact James today to schedule a consultation and discuss your specific needs and aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Derivatives Retirement Savings Accounts Government Debt Securities Retirement Planning Superannuation Advice Wealth Management Insurance Solutions Investment Strategies

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000232705

Verify on ASIC Register

Authorised Representative Number

000335406

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does James Dilger offer?

James Dilger specializes in providing advice on superannuation, insurance, wealth management, and retirement planning. He is also authorized to advise on investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts, and government debt securities.

What qualifications does James Dilger have?

James holds a Graduate Certificate in Financial Planning from RMIT, a Master of Applied Finance (Financial Planning) from Charles Sturt University, and has completed Ethics and Professionalism in Financial Advice certification with Kaplan Higher Education.

What is the first step in working with James Dilger?

The first step is to schedule a consultation where you can discuss your financial goals, current situation, and any concerns you may have. This allows James to understand your needs and develop a tailored financial plan for you.

How can James Dilger help me with my retirement planning?

James can assess your current financial situation, project your future retirement needs, and develop a comprehensive retirement plan that includes strategies for maximizing your superannuation, investments, and other assets to ensure a comfortable retirement.

What can I expect during a financial planning consultation with James Dilger?

During a consultation, you can expect a thorough discussion of your financial goals, a review of your current financial situation, and an explanation of the potential strategies that can help you achieve your objectives. James will provide clear and transparent advice to empower you to make informed decisions.

Get in Touch

Contact James directly for personalised advice.

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