James Walker-Powell
Financial Adviser
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About
James Walker-Powell is an ASIC-registered financial adviser based in Brookvale, NSW, dedicated to helping clients achieve their financial goals with clarity and confidence. With a rich background in education and a passion for financial well-being, James holds a Diploma of Financial Planning from the Financial Planning Association of Australia Limited, a Masters of Financial Planning from Griffith University, and has completed Ethics and Professionalism in Financial Advice training with Kaplan Professional. As a member of Associated Advisory Practices and the Financial Advice Association of Australia (FAAA), James adheres to the highest ethical standards and is committed to providing tailored advice in superannuation, insurance, and wealth management. He is authorised to provide advice on a comprehensive range of financial products, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. James's expertise encompasses: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact James Walker-Powell today to arrange a consultation and discover how personalised financial advice can make a difference.
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Frequently Asked Questions
What financial planning services does James Walker-Powell offer?
James Walker-Powell provides advice on superannuation, insurance, wealth management, and retirement planning. He also offers guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does James Walker-Powell have?
James Walker-Powell holds a Diploma of Financial Planning from the Financial Planning Association of Australia Limited, a Masters of Financial Planning from Griffith University, a Diploma of Teaching from The Australian College of Physical Education, and a Bachelor of Physical Education from The University of Western Australia. He has also completed Ethics and Professionalism in Financial Advice training with Kaplan Professional.
How can James Walker-Powell help me plan for retirement?
James can help you assess your current financial situation, define your retirement goals, and develop a tailored strategy to maximise your retirement savings and income streams. This includes advice on superannuation, investments, and other retirement savings options.
What professional associations is James Walker-Powell a member of?
James is a member of Associated Advisory Practices and the Financial Advice Association of Australia (FAAA).
What can I expect during my first consultation with James Walker-Powell?
During your first consultation, James will take the time to understand your financial situation, goals, and risk tolerance. He will then explain how he can help you achieve your objectives and outline the steps involved in developing a personalised financial plan.
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