Our team at Yield Financial Planning has had decades of experience simplifying the task of planning our clients' financial future. We build lasting relationships with our clients, with honesty and integrity at the forefront of all advice we provide.
Our staff have various qualifications collectively including Degrees, Masters, Advanced Diplomas and CFP status and we share knowledge regularly at our fortnightly team meeting and day to day. We also undergo continuous professional education and development to ensure we are always providing you with the highest quality and up to date advice you would expect.
If you choose to engage with us, you will find that each of our supportive team members has the knowledge and expertise to guide you towards the outcomes that can provide you with peace of mind, clarity and optimism about your future.
Managing Director bio
Background and main points of experience:
A believer that great advice is underpinned by education, James is a Certified Financial Planner (CFP), holds a Master of Commerce (Financial Planning) through the University of Western Sydney, a Diploma of Financial advising through Securities Institute and is SMSF accredited.