James Dimos
James Dimos
Executive Advisor
A member of both the Financial Advisers Association of Australia (CFP) 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
- Self-Managed Superannuation Funds
- ASX Accredited Listed Product Adviser
- Certified Financial Planner
- Member of Finance Advice Association Australia (FAAA)