James Campbell
Financial Adviser
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About
James Campbell is an ASIC-registered financial adviser based in Bathurst, NSW, dedicated to helping clients achieve their financial goals with tailored advice and solutions. With a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) obtained in 1998, James brings a wealth of experience and knowledge to every client interaction. He is also a proud member of the Financial Advice Association of Australia (FAAA). James is authorized to provide advice on a comprehensive range of financial products, ensuring that clients receive holistic and well-rounded guidance. His expertise covers superannuation, insurance, and retirement planning, with specific knowledge in Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice to help you grow and protect your retirement savings • Insurance solutions to safeguard your family and assets • Retirement planning to ensure a comfortable and secure future • Investment advice to maximize your returns and manage risk • Comprehensive financial planning to achieve your long-term objectives Whether you're planning for retirement, seeking to protect your family's future, or looking to grow your wealth, James is here to help. Contact James today to schedule a consultation and take the first step towards a brighter financial future.
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Frequently Asked Questions
What types of financial advice does James Campbell offer?
James Campbell specializes in superannuation advice, insurance solutions, and retirement planning. He can provide guidance on Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does James Campbell have?
James Campbell holds a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA), obtained in 1998. He is also a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first consultation with James Campbell?
During your initial consultation, James will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a personalized financial plan tailored to your specific needs and objectives.
How does James Campbell stay up-to-date with the latest financial regulations and industry trends?
As a member of the Financial Advice Association of Australia (FAAA), James Campbell is committed to ongoing professional development. He regularly attends industry conferences, participates in training programs, and stays informed about changes in legislation and regulations.
How can James Campbell help me with my retirement planning?
James Campbell can assist you with all aspects of retirement planning, including superannuation management, investment strategies, and income projections. He will work with you to create a retirement plan that ensures you have a comfortable and secure future.
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