James Fenwicke
Financial Adviser
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About
James Fenwicke is an ASIC-registered financial adviser dedicated to helping individuals and families in North Sydney and beyond achieve their financial goals. With a career spanning over three decades, James brings a wealth of knowledge and experience to every client relationship. James holds a Bachelor of Economics from Sydney University (1988), a Graduate Diploma in Applied Finance and Investment from The Securities Institute Australia (1991), a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional. He also earned the prestigious Certified Financial Planner designation from the Financial Planning Association of Australia Ltd (now FAAA) in 2012, and completed Ethics and Professionalism in Financial Advice training with Kaplan in 2019. He is a proud member of the Financial Advice Association of Australia (FAAA). Authorised to provide advice on a comprehensive range of financial products, James can assist you with superannuation, insurance, wealth management, and retirement planning. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice • Insurance solutions tailored to your needs • Wealth management strategies for long-term growth • Retirement planning to secure your future Ready to take control of your financial future? Contact James today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What services does James Fenwicke offer?
James Fenwicke provides comprehensive financial advice, including superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does James Fenwicke have?
James holds a Bachelor of Economics, a Graduate Diploma in Applied Finance and Investment, a Diploma and an Advanced Diploma of Financial Services (Financial Planning) and is a Certified Financial Planner. He also holds the FAAA professional membership.
How does James Fenwicke approach financial planning?
James takes a client-centred approach, focusing on understanding your unique circumstances, goals, and risk tolerance. He then develops a tailored financial plan to help you achieve your objectives, providing ongoing support and guidance along the way.
What can I expect during my first meeting with James Fenwicke?
During your initial consultation, James will take the time to get to know you, discuss your financial situation, and understand your goals. He will explain his services in detail and answer any questions you may have. This meeting is an opportunity to determine if James is the right financial advisor for you.
Why should I choose James Fenwicke as my financial advisor?
James offers a combination of extensive experience, comprehensive qualifications, and a client-focused approach. He is committed to providing personalised financial advice that helps you achieve your financial goals with confidence.
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