We are an Adelaide based financial planning practice that provides a high level of personal wealth advice, tailored to our clients needs, at all stages of their lives. Our aim is to find the best available strategy for our clients by minimising unnecessary ongoing management costs and providing sound advice, assisting them in reaching their financial goals. Our approach is to hope for the best but plan for the worst, as life can have unforeseen surprises along the way.
Our financial advice services will evaluate your current circumstances and what you hope to achieve in the future. By comparing all the available options and removing any conflicts of interest, we will provide you with the best financial advice possible. Many planning practices operate under the major banks, meaning they are likely to offer a limited 'in-house' product that may not be in your best interests.
James Dalton is a director of Precision Wealth Advisers Pty Ltd and Authorised Representative of Humble Goode Financial Pty Ltd. He has over 8 years of experience in the financial services industry, previously working as a lawyer in financial services regulation and as an estate management specialist with a focus on financial administration and investments. He holds a Bachelor of Laws (Hons) and a Bachelor of Arts (Psych) from the University of Adelaide, a Graduate Diploma in Legal Practice and a Diploma of Financial Services (Financial Planning).
James is registered as a Tax (Financial) Adviser with the Tax Practitioners Board and is also a Certified Financial Strategist (CFS).
Jarrad Murdoch is a director of Precision Wealth Advisers Pty Ltd and Authorised Representative of Humble Goode Financial Pty Ltd. He started his experience in the financial services industry with the Department of Human Services, where he was part of the Business Integrity Division. Jarrad is a superannuation and investment specialist who enjoys helping clients realise their financial goals. He holds a Bachelor Degree in Urban and Regional Planning, an Advanced Diploma of Financial Services (Financial Planning), certification for Self-Managed Super Funds, and has been a director of Precision Wealth Advisers since July 2015.
Jarrad is registered as a Tax (Financial) Adviser with the Tax Practitioners Board and is also a Certified Financial Strategist (CFS).
Accredited Financial Adviser
Precision Wealth Advisers are accredited to provide financial advice to Statewide Super members.
CERTIFIED FINANCIAL STRATEGIST (CFS)
Like any profession there are always different levels of adviser competency and environments in which they work. The Certified Financial Strategist designation was specifically designed to select the ideal set of guidelines, standards and environment to receive professional advice. Advisers with this certification must meet all critical requirements to ensure they provide advice which is in their client's best interest.