James Farmer
Financial Adviser
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About
James Farmer is an ASIC-registered financial adviser based in Milton, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. James holds a Graduate Diploma in Business (Financial Planning) from Queensland University of Technology (2022) and a Bachelor of Business (Accountancy) also from QUT (2023), providing him with a robust foundation in both financial planning and accounting principles. James is authorized to provide advice on a broad range of financial products, including superannuation, insurance, and wealth management solutions. He specializes in guiding clients through complex decisions related to retirement planning, investment life insurance, life risk insurance, and securities. Additionally, James provides expert advice on retirement savings accounts and government debt securities. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management • Retirement planning • Investment strategies With a commitment to building long-term relationships based on trust and transparency, James works closely with each client to understand their unique circumstances and develop personalized financial strategies. He is passionate about empowering individuals and families to make informed decisions that align with their values and aspirations. 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 financial advice does James Farmer provide?
James Farmer provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does James Farmer have?
James Farmer holds a Graduate Diploma in Business (Financial Planning) and a Bachelor of Business (Accountancy) from Queensland University of Technology.
What is James Farmer's approach to financial planning?
James Farmer focuses on building long-term relationships with clients, understanding their unique financial situations, and developing personalized strategies to help them achieve their goals.
How can James Farmer help me with retirement planning?
James Farmer can assist with all aspects of retirement planning, including superannuation advice, retirement savings accounts, and strategies for generating income in retirement.
What should I expect during my first meeting with James Farmer?
During your first meeting, James will discuss your current financial situation, your goals and aspirations, and your risk tolerance. This information will be used to develop a tailored financial plan that meets your specific needs.
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