James Lawrence
Financial Adviser
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About
James Lawrence is an ASIC-registered financial adviser based in Brisbane, Queensland, dedicated to providing tailored financial solutions to help his clients achieve their financial goals. With a strong academic background, including a Bachelor of Arts (Honours Class 1) in International Relations from the University of Queensland and a Graduate Diploma in Applied Finance from FINSIA, James combines his extensive knowledge with a commitment to ethical and professional practices, reinforced by completing Ethics and Professional Relationships at QUT. As a member of the Stockbrokers and Investment Advisers Association (SIAA), James adheres to the highest standards of professionalism and integrity. He is authorized to provide advice on a range of financial products, including wealth management, securities, and government debt securities. This enables him to offer comprehensive financial planning and investment strategies tailored to each client's unique circumstances. Key services offered by James include: • Wealth management strategies to grow and protect your assets • Expert advice on securities and investment opportunities • Guidance on navigating government debt securities • Tailored financial planning to achieve your long-term goals • Personalized investment advice to suit your risk profile James is passionate about helping his clients make informed financial decisions. Contact James today to schedule a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of clients does James Lawrence typically work with?
James works with a diverse range of clients, including individuals, families, and businesses, tailoring his financial advice to meet their specific needs and goals.
What qualifications does James Lawrence hold?
James holds a Bachelor of Arts (Honours Class 1) in International Relations, a Graduate Diploma in Applied Finance, and has completed Ethics and Professional Relationships training. He also continually updates his knowledge, recently completing Tax for Financial Advising.
Can James Lawrence help me with my investment portfolio?
Yes, James is authorized to provide advice on securities and government debt securities, and he can develop a tailored investment strategy to help you achieve your financial objectives.
What is the process of working with James Lawrence?
The process typically starts with an initial consultation to understand your financial situation and goals. James will then develop a personalized financial plan, implement the plan, and provide ongoing support and reviews to ensure you stay on track.
How can wealth management advice from James Lawrence benefit me?
James can help you grow and protect your assets, optimize your investment portfolio, and plan for your financial future. His expertise in wealth management can provide peace of mind and help you achieve your long-term goals.
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