Hillross

James Dudley
Principal
Primeplan Wealth. Level 2, 1911 Malvern Road, Malvern East, Vic, 3145

I have been involved in the financial planning industry since 1988 and hold the designation of “Certified Financial Planner” (CFP®®), as issued by the Financial Planning Association of Australia Ltd.

What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Dip FP
  • Certified Financial Planner

Areas of
Expertise

Aged care
Investments
Strategic Planning
Superannuation
Wealth Creation

I have been involved in the financial planning industry since 1988 and hold the designation of “Certified Financial Planner” (CFP), as issued by the Financial Planning Association of Australia Ltd.
Through my substantial industry experience in assisting clients on a daily basis, I have developed a technical expertise in advising my clients through all stages of their life. These range from early wealth creation and tax-effective ‘gearing’ strategies, superannuation, retirement income strategies and Aged Care and estate planning.


James's ideas of Financial Freedom


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