JB

James Brown

Financial Adviser

Perth, WA 6000
15+ years experience
About

Independent financial adviser helping clients with wealth management and investment strategies. I take a holistic approach to financial planning.

Specialisations

Client Types

Personal InvestorsSMSF

Trust Expertise

Family Trust

Services

Wealth ManagementRetirement PlanningInsurance
Service Areas
Perth6000
Languages: English
Licence & Registration Details

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Australian Financial Services Licence

789012

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Australian Business Number

45678901234

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Professional Accreditations

CERTIFIED FINANCIAL PLANNER
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