James Garnsey
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
James Garnsey is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Business from Charles Sturt University (1994) and as a Chartered Accountant with the Institute of Chartered Accountants in Australia (1996), James brings a wealth of knowledge and experience to his practice. He further enhanced his expertise with a Financial Planning Proper Authority Course (2002), Responsible Manager certification (2007), and SMSF SPAA Specialist Adviser accreditation (2010). James is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and the SMSF Association, demonstrating his commitment to maintaining the highest professional standards. James is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice and strategies • Comprehensive insurance solutions • Wealth creation and management • Retirement planning and income strategies • SMSF advice 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.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does James Garnsey offer?
James provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He can help you with all your financial planning needs.
What are James Garnsey's qualifications?
James holds a Bachelor of Business, is a Chartered Accountant, and is an SMSF SPAA Specialist Adviser. He has extensive experience in the financial services industry and is committed to providing high-quality advice.
What is the process for working with James Garnsey?
The process typically starts with an initial consultation to understand your financial goals and current situation. James will then develop a personalized financial plan tailored to your needs. Regular reviews will ensure your plan remains aligned with your goals.
What can I expect from a consultation with James?
You can expect a professional and informative discussion about your financial goals and concerns. James will take the time to understand your needs and provide clear, easy-to-understand advice. You will leave with a clear understanding of your financial situation and a plan to achieve your goals.
Does James Garnsey specialize in SMSF advice?
Yes, James is an SMSF SPAA Specialist Adviser and has extensive experience in helping clients manage their Self-Managed Superannuation Funds. He can provide advice on all aspects of SMSF management, from establishment to compliance.
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.