James Kidd
Financial Adviser
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About
James Kidd is an ASIC-registered financial adviser located in Mooloolaba, Queensland, dedicated to helping clients achieve their financial goals. With a Bachelor of Business from the University of Sunshine Coast (2002) and a Graduate Diploma in Financial Planning (2005), James brings a wealth of knowledge and experience to his practice. He also stays current with industry standards, completing FPC002B Ethics and Professionalism in Financial Advice through Kaplan Higher Education in 2020. James is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. His expertise extends to investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Key services provided: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact James Kidd today for a consultation and discover how he can help you build a secure and prosperous tomorrow.
Specialisations
Areas of Expertise
Client Types
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does James Kidd provide?
James Kidd specialises in superannuation advice, insurance solutions, wealth management strategies, retirement planning, and investment advice.
What qualifications does James Kidd have?
James holds a Bachelor of Business and a Graduate Diploma in Financial Planning from the University of Sunshine Coast. He also completed FPC002B Ethics and Professionalism in Financial Advice through Kaplan Higher Education.
What can I expect during my first consultation with James Kidd?
During your initial consultation, James will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a personalised financial plan tailored to your specific needs.
How can James Kidd help me with my retirement planning?
James can help you develop a comprehensive retirement plan that takes into account your desired lifestyle, your current savings, and your expected expenses. He can also advise you on the most appropriate investment strategies to help you achieve your retirement goals.
Does James Kidd offer insurance advice?
Yes, James provides advice on a range of insurance products, including life risk insurance and investment life insurance, to help protect you and your family from unexpected events.
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