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.”
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. Read more about Who We Are, What We Do and explore our Insights.
Suite 13 / 201
New South Head Rd
Edgecliff
NSW 2027
Shop 1 / 225
Princes Highway
Corrimal
NSW 2518
Suite 11 / 300
Pacific Highway
Crows Nest
NSW 2065
Come visit us by appointment at one of our three office locations.
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 ABN 35 002 976 294, Australian Financial Services Licensee and Australian Credit Licensee No. 234665.
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
