SPECIALISATION
James
Dimos
Executive Advisor
Melbourne
Victoria
IN THEIR OWN WORDS
A member of both the Financial Advisers Association Australia (FAAA) and CPA Australia (CPA), James is a Certified Financial Planner with over 25 years of experience and specializes in wealth accumulation and retirement planning, Self-Managed Superannuation Funds (SMSFs), and portfolio management. James is a passionate and dedicated Advisor committed to assisting clients achieve their financial goals. James takes a holistic approach to advice and works closely with clients to develop a financial plan tailored to their needs.
Qualifications and Memberships
- Master of Business (Accounting and Finance)
- Diploma of Financial Planning
- Certified Financial Planner
- Certified Practicing Accountant
- Member of Finance Advice Association Australia
SPECIALISATION
Investment
Advice
Advice
Retirement
Planning
Planning
SMSF
Super
Melbourne
TEAM
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