I take pride in understanding your unique situation as it allows me to provide you with Personalised Financial Advice. The best thing about Personalised Advice is really makes a positive difference in your life. It's the reason I am a Financial Planner.I Can Help You:• Achieve your financial goals• Grow and protect your wealth• Ongoing financial goal reviewsMy Aim For You:• Stop worrying about finances• Peace-of-mind• Financial freedomI believe good quality advice depends on honesty and transparency. My advice will put you in a better financial position and I will educate you how so you can make the best informed decision. Allow me to discuss what's on your mind. I offer a complementary initial one-on-one consultation for families and individuals.Are you ready to achieve your financial happiness?Email me now to james@indexwealth.com.au
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Senior Financial PlannerIndex Wealth Oct 2022 - PresentMulgrave, Victoria, Australia -
Financial PlannerRateone Home Loans & Financial Planning Dec 2017 - Oct 2022 -
Finance AdministratorSpotless Group May 2017 - Dec 2017Melbourne, Victoria, Australia -
Property Investment - Team MemberAustralian Unity Nov 2016 - Mar 2017South Melbourne, Victoria, Australia
James A. Milic Education Details
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Accounting And Banking & Finance -
Financial Planning And Services
Frequently Asked Questions about James A. Milic
What company does James A. Milic work for?
James A. Milic works for Index Wealth
What is James A. Milic's role at the current company?
James A. Milic's current role is Financial Planner at Index Wealth.
What schools did James A. Milic attend?
James A. Milic attended Monash University, Monarch Institute.
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