Verified recordFinancial Services

James Kroll

Financial Planner at Hatch Financial Planning

Based in Springwood, Australia

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Seniority

Staff

Department

Finance & Accounting

Location

Springwood

Industry

Financial Services

Company size

6

Contact information

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Email

1 credit

j•••••••@hatchfinplan.com.au

Phone

5 credits

+61 ••• •••• ••••

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Background

About James Kroll

I started out as a Mechanical Engineer and made the move into the financial planning industry in 2019. I want to make a difference by helping people gain clarity and control over their finances and to assist them in achieving their goals and objectives. In addition to my Engineering Degree, I hold a Masters of Financial Planning and a Bachelor of Business majoring in Accounting. I'm also a qualified Justice of the Peace. Through my varied education, training and experience, I have demonstrated experience in constructing unique and specific advice in many different areas including: superannuation, retirement planning, insurance, gearing and wealth creation strategies as well as tax planning and asset protection. I'm passionate about helping people discover what they want to achieve in their life. I truly believe that a proper financial plan which is driven by your individual goals, wants and needs, is crucial to achieving the life that you want to live.

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