James Dilger
Prospect,TAS
Summary
James Dilger is a director of Tasmanian Wealth Management and has been in the financial planning sector since 2005. His focus is to provide clear strategies for clients to ensure they are achieving their goals. He values the ongoing education process for both his clients and himself.
James specialises in helping clients with their pre-retirement planning and managing their ongoing financial needs once they have retired. He takes a holistic approach to advice and derives a great deal of satisfaction with helping his clients stay on the right path with their financial road map.
James has been an authorised financial adviser since March 2009. He has completed a Master of Applied Finance degree, majoring in Financial Planning and is also an FPA member.
Overview
18
18
years of professional experience
Work History
Financial Adviser/Managing Director
Tasmanian Wealth Management
01.2015 - Current
- Oversee operations and provided corrective feedback to achieve daily and long-term goals.
- Monitor workflow and administrative processes to keep operations running smoothly.
- Introduce new methods, practices, and systems to reduce turnaround time.
- Analyse financial needs of 150 clients per year and developed tailored strategies to meet goals.
- Develop personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Study financial documents to identify potential areas needing improvement.
- Educate clients on various financial matters and provide professional recommendations on investment opportunities, products and services based on individual needs.
- Meet with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Present financial plans and investment recommendations to clients.
Financial Adviser
Trethewie & Partners
06.2005 - 01.2015
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
Education
Master of Applied Finance - Financial Planning
Charles Sturt University
Albury, NSW2013
Graduate Certificate - Financial Planning
RMIT University
Melbourne, VIC2007
Bachelor of Applied Science -
University of Tasmania
Launceston, TAS1999
Skills
- Wealth Management
- Investment Planning
- Pipeline Management
- Business Development
- Relationship Building and Management
- Financial Advising
- Financial Forecasting
- Financial Planning
- Retirement Needs
Accomplishments
Tasmanian Wealth Management began in early 2015 with a team of 6 staff based in Launceston and $100 Mil of funds under management. By June 2023 James Dilger and Clinton Pentland had tripled the revenue and grown the business to $300 Mil of funds under management and to 9 staff.
In 2022 we were nominated for Practice of the Year, Cultural Champion and winner of the Business Innovation Award at the National Astrum Awards.
TWM currently runs a high profit business adjusted at 46.5% above the national benchmark for our industry with little to no marketing.
TWM are proud sponsors of St Giles, Special Children's Christmas Party and Circus Quirkus.
James has been married to Penelope for 19 years and has two daughters Phoebe and Imogen.
References
Brad Nowland
Freelance Public Relations Consultant
0439614893
Clinton Pentland
Director Tasmanian Wealth Management and Mercure Launceston
0400308562
Timeline
Financial Adviser/Managing Director
Tasmanian Wealth Management
01.2015 - Current
Financial Adviser
Trethewie & Partners
06.2005 - 01.2015
Master of Applied Finance - Financial Planning
Charles Sturt University
Graduate Certificate - Financial Planning
RMIT University
Bachelor of Applied Science -
University of Tasmania
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