James Flannery
Financial Adviser
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About
James Flannery is an ASIC-registered financial adviser based in Birtinya, Queensland, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. James holds a Bachelor of Commerce (Financial Planning) from the University of Sunshine Coast (2022) and has completed the Ethics and Professionalism in Financial Advice Course (FPC002B) through Kaplan Higher Education (2023), reinforcing his commitment to ethical and responsible financial practices. He is also currently completing the SMSF Regulation and Taxation Course at Kaplan Higher Education (2025). James is authorised to provide advice on a range of financial products, ensuring he can offer solutions to suit diverse client needs. These include superannuation, insurance, retirement planning, Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation advice • Retirement planning • Insurance solutions • Investment advice • Wealth management strategies Ready to take control of your financial future? Contact James today to arrange 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 Flannery offer?
James Flannery provides advice on superannuation, insurance, retirement planning, Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. He can help you create a comprehensive financial plan tailored to your specific needs.
What qualifications does James Flannery have?
James Flannery holds a Bachelor of Commerce (Financial Planning) from the University of Sunshine Coast and has completed the Ethics and Professionalism in Financial Advice Course. He is committed to ongoing professional development to provide you with the best possible advice.
How does James Flannery approach financial planning?
James works closely with his clients to understand their financial situation, goals, and risk tolerance. He then develops a personalized financial plan to help them achieve their objectives, providing ongoing support and guidance along the way.
What should I expect during my first meeting with James Flannery?
During your first meeting, James will discuss your financial goals, current situation, and any concerns you may have. This is an opportunity for you to get to know James and understand how he can help you achieve your financial aspirations.
Does James Flannery specialize in Self Managed Super Funds (SMSFs)?
While James offers advice on a range of superannuation options, he is currently undertaking further training in SMSF Regulation and Taxation. Contact him to discuss your specific superannuation needs.
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