Kearsten James
Financial Adviser
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About
Kearsten James is an ASIC-registered financial adviser dedicated to helping clients achieve their financial goals. With a Bachelor of Commerce FP&I from Griffith University (2006) and certifications as a Certified Financial Planner (FPA, 2009) and Life Risk Specialist (FPA, 2011), Kearsten brings a wealth of knowledge and experience to her practice. Further qualifications include Margin Lending and Geared Investments (Kaplan Professional, 2011), Accredited Aged Care Professional status (Aged Care Steps, 2016), and ongoing commitment to ethical practice demonstrated by completing Ethics and Professionalism in Financial Advice (Kaplan Professional, 2025). As a member of the Financial Advice Association of Australia (FAAA), Kearsten adheres to the highest professional standards. She is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Kearsten's key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Kearsten is passionate about providing tailored financial solutions to meet each client's unique needs. If you're seeking expert financial advice and a personalized approach, contact Kearsten James today to schedule a consultation.
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Licence & Registration Details
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Frequently Asked Questions
What types of clients does Kearsten James typically work with?
Kearsten works with a diverse range of clients, including individuals, families, and those approaching or in retirement. She tailors her advice to meet each client's unique circumstances and financial goals.
What are Kearsten James's qualifications and experience?
Kearsten holds a Bachelor of Commerce FP&I from Griffith University, is a Certified Financial Planner, a Life Risk Specialist, and is accredited in Aged Care. She has been providing financial advice since 2009, and continuously updates her knowledge to stay at the forefront of the industry.
What is the process for becoming a client of Kearsten James?
The process begins with an initial consultation to discuss your financial situation, goals, and concerns. Kearsten will then develop a tailored financial plan and work with you to implement it. Regular reviews ensure your plan remains aligned with your changing needs.
Can Kearsten James help me with my retirement planning?
Yes, Kearsten specializes in retirement planning and can help you develop a strategy to achieve your retirement goals, including superannuation advice, investment strategies, and income planning.
What can I expect from working with Kearsten James?
You can expect a personalized and professional approach, clear and transparent communication, and a commitment to helping you achieve your financial goals. Kearsten prioritizes building long-term relationships with her clients based on trust and mutual respect.
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