James Mcgregor
Financial Adviser
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About
James Mcgregor is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. James brings over three decades of experience in the financial services industry to each client engagement. James holds a Bachelor of Arts (Economics) from the University of New England and a Graduate Diploma in Applied Finance and Investment from the Financial Services Institute of Australasia. Further solidifying his expertise, he obtained a Diploma of Financial Planning from Deakin University and the prestigious Certified Financial Planner (CFP) designation from the Financial Planning Association of Australia in 1994. He also holds specialist accreditation in Self Managed Superannuation Funds from Tribecca Learning (Aust). As a member of the Chartered Institute for Securities & Investment (CISI) and the Financial Advice Association of Australia (FAAA), James adheres to the highest ethical and professional standards. He is authorized 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. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment 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.
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Frequently Asked Questions
What types of financial advice does James Mcgregor offer?
James Mcgregor provides advice on a comprehensive range of financial areas, including superannuation, retirement planning, wealth management, insurance (including life and risk insurance), and investments in securities and government debt.
What are James Mcgregor's qualifications and experience?
James holds a Bachelor of Arts (Economics), a Graduate Diploma in Applied Finance and Investment, a Diploma of Financial Planning, and is a Certified Financial Planner (CFP). He has been working in the financial services industry for over 30 years.
How does James Mcgregor approach financial planning?
James focuses on providing tailored advice based on each client's individual circumstances, goals, and risk tolerance. He takes a holistic approach to financial planning, considering all aspects of your financial life to develop a comprehensive strategy.
What professional memberships does James Mcgregor hold?
James is a member of the Chartered Institute for Securities & Investment (CISI) and the Financial Advice Association of Australia (FAAA).
What can I expect during my first meeting with James Mcgregor?
During your initial consultation, James will take the time to understand your current financial situation, your goals, and your concerns. He will then explain his approach to financial planning and outline how he can help you achieve your objectives. You can expect a relaxed and informative discussion with no obligation.
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