James Bucknell
Financial Adviser
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About
James Bucknell is an ASIC-registered financial adviser based in Manly, NSW, committed to providing tailored financial solutions to help his clients achieve their financial goals. With a strong educational foundation, holding a Bachelor of Business (Accounting) from Western Sydney University (1990) and a Diploma, Advanced Diploma in Financial Services (Financial Planning) from Kaplan Higher Education Pty Limited (2005, 2011), along with specialized training in Margin Lending and Ethics (2010, 2019), James possesses the knowledge and expertise to guide you through complex financial landscapes. As a member of the Financial Advice Association of Australia (FAAA), James adheres to the highest ethical and professional standards. He is authorized to provide advice on a wide range of financial products, ensuring comprehensive support for your financial journey. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you are planning for retirement, seeking to grow your wealth, or require insurance solutions, James can help you develop a personalized strategy. Contact James today to schedule a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does James Bucknell offer?
James Bucknell specialises in superannuation advice, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What are James Bucknell's qualifications?
James holds a Bachelor of Business (Accounting), a Diploma and an Advanced Diploma of Financial Services (Financial Planning), and has completed specialized training in Margin Lending and Ethics. He is also a member of the Financial Advice Association of Australia (FAAA).
How does James Bucknell approach financial planning?
James develops personalised strategies based on a thorough understanding of your financial situation, goals, and risk tolerance. He will work with you to create a plan tailored to your specific needs.
What can I expect during my first consultation with James?
During your initial consultation, James will discuss your current financial situation, future goals, and any concerns you may have. This discussion will help him understand your needs and determine the best way to assist you.
Why should I choose James Bucknell as my financial advisor?
James is committed to providing ethical and professional advice to help you achieve your financial goals. His qualifications, experience, and membership with the FAAA demonstrate his dedication to upholding the highest standards in the industry.
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