JT
James Taylor
Managing Director at Choice Capital
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Work Experience
2006 - Present · 19 years
Managing Director
Feb 2011 - Present · 13 years and 11 months
Certified Financial Planner
2006 - 2011 · 5 years
Westpac
Financial Planner
2002 - 2005 · 3 years
Company Details
11-50 Employees
Financial Planning . Mortgage Broking . Investment Management Create, Maintain & Protect Your Lifestyle. As a collective financial services provider, we take into account your broader financial position when assessing your situation. We ensure you receive not just a product recommendation, but a strategic plan. Our clients take comfort in the fact that we don’t take a ‘cookie cutter’ approach to the provision of advice; we take the time to understand each client's unique set of circumstances before considering our recommendations. Choice Capital boasts a loyal client base that recognises the value of expertise, outstanding service and the convenience of having their affairs managed by a single team.
Year Founded
1998
Social Media
Linkedin
Industry
Financial Services
HQ Location
L3, 163 Eastern Rd South Melbourne, VIC 3205, AU
Keywords
Residential Mortgage BrokingCommercial LendingFinancial PlanningSuperannuationInvestmentsInsurancefamily officeHigh Net WorthFirst Home Buyersand Property Investment
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