Qualifications
& Memberships
- Dip FP
- Certified Financial Planner
Areas of
Expertise
Aged care
Investments
Retirement
Superannuation
Wealth Creation
Primeplan Wealth provides a comprehensive and personalised financial planning service. Specialising in strategic financial advice to clients throughout their various stages of life. These range from Early Wealth Creation and Tax-effective ‘gearing’ strategies, Superannuation, Retirement Income strategies, Aged Care and Estate Planning.
Primeplan Wealth provides simplified and professional solutions to help build and protect your family’s wealth.
Meet our team
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James Dudley
Principal
I have been involved in the financial planning industry since 1988 and hold the…
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