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JB

James Buckingham

Financial Adviser

In Scope Wealth Management
East Maitland, NSW 2323

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About

James Buckingham is an ASIC-registered financial adviser based in East Maitland, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a career spanning over two decades, James brings a wealth of knowledge and experience to every client relationship. He holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), certification in Principles in Self Managed Superannuation Funds, and a Graduate Diploma of Financial Planning. James is also a proud member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest standards of professional conduct. James is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. This allows him to create holistic financial plans that address all aspects of his clients' financial lives. Key services offered include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Whether you're planning for retirement, seeking to grow your wealth, or need guidance on protecting your assets, James is here to help. Contact him today to schedule a consultation and take the first step towards a secure financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation advice Wealth management Insurance solutions Investment strategies

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000230323

Verify on ASIC Register

Authorised Representative Number

000339637

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does James Buckingham offer?

James Buckingham specialises in providing advice on superannuation, retirement planning, wealth management, and insurance. He can help you create a comprehensive financial plan tailored to your specific needs and goals.

What are James Buckingham's qualifications?

James holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), certification in Principles in Self Managed Superannuation Funds, and a Graduate Diploma of Financial Planning. He is also a member of the Financial Advice Association of Australia (FAAA).

What is the process of working with James Buckingham to create a financial plan?

The process typically involves an initial consultation to understand your financial situation and goals, followed by the development of a tailored financial plan. James will then work with you to implement the plan and provide ongoing support and advice.

Can James Buckingham help me with my superannuation?

Yes, James provides expert advice on all aspects of superannuation, including fund selection, contribution strategies, and retirement planning.

What should I expect during my first meeting with James Buckingham?

During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. This initial consultation is an opportunity for James to understand your needs and determine how he can best assist you.

Get in Touch

Contact James directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.