The Financial Planning Association of Australia The Financial Planning Association of Australia

James Tang, CFP®

Name James Tang CFP®
Company KVB Wealth Management Pty Ltd
Address Level 40
100 Miller Street
North Sydney, NSW 2060
Mobile Primary: 0427 576 593 Secondary: 02 6332 9210
Languages Mandarin

James is a certified financial adviser with high integrity along with over 10 years adviser experience. He is also an accredited aged care professional.

Specialised area includes:

Goal Based Lifestyle financial planning

Age Care Related Advice

Retirement Planning/Centrelink

Career Transition/Redundancy Planning

Investment including direct share portfolio, managed fund

Divorce Settlement

Self Managed Super Fund

Margin Lending/Gearing

Children Education Fund

Personal Protection Plan - Insurance

Small Business Succession Planning

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