James Dudley, CFP®

James Dudley is a Director of Primeplan Wealth. James has been involved in the financial planning industry since 1988 and holds the highest internationally recognised designation of Certified Financial Planner. Through his substantial industry experience in assisting clients on a daily basis, James has developed a technical expertise in advising his clients through all stages of their life. These range from early wealth creation and tax-effective gearing strategies, through to superannuation, retirement income planning and estate planning.

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