Stephen James
Financial Adviser
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About
Stephen James is an ASIC-registered financial adviser dedicated to helping individuals and families in North Strathfield, NSW, achieve their financial goals. With a Bachelor of Economics from Macquarie University (1995) and Diplomas of Financial Planning from both FPA (2003) and Kaplan Professional (2014), Stephen possesses a strong foundation in financial principles. He further enhanced his expertise with Margin Lending certification from Kaplan Professional (2014) and maintains his professional edge through membership with SPAA. Stephen is authorized to provide advice on a comprehensive range of financial products, ensuring his clients receive well-rounded and tailored strategies. He can assist with superannuation, insurance, wealth management, and retirement planning needs. He also provides advice and service for Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. • Superannuation advice • Insurance solutions • Wealth accumulation strategies • Retirement planning • Investment advice Stephen believes in building long-term relationships with his clients, founded on trust and a deep understanding of their unique circumstances. He is committed to providing clear, unbiased advice to help you make informed financial decisions. Contact Stephen today to schedule a consultation and take control of your financial future.
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Frequently Asked Questions
What types of financial advice does Stephen James offer?
Stephen James provides advice on a wide range of financial areas, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.
What are Stephen James's qualifications and professional memberships?
Stephen James holds a Bachelor of Economics from Macquarie University, Diplomas of Financial Planning from FPA and Kaplan Professional, and a Margin Lending certification from Kaplan Professional. He is also a member of SPAA.
What is the process of working with Stephen James to develop a financial plan?
The process typically begins with an initial consultation to understand your financial goals and current situation. Stephen will then develop a personalized financial plan tailored to your needs and risk tolerance. Regular reviews and adjustments are conducted to ensure the plan remains aligned with your evolving circumstances.
How can Stephen James help me with my superannuation?
Stephen can provide advice on various aspects of superannuation, including choosing the right fund, consolidating multiple accounts, optimizing contributions, and planning for retirement income.
What can I expect during my first meeting with Stephen James?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and risk tolerance. Stephen will explain his services and how he can help you achieve your objectives. This is an opportunity for you to ask questions and determine if Stephen is the right financial adviser for you.
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