James Proud
Financial Adviser
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About
James Proud is an ASIC-registered financial adviser based in St Lucia, Queensland, dedicated to helping clients achieve their financial goals with tailored and strategic advice. James holds a Bachelor of Commerce from The University of Queensland, with majors in accounting and finance, and completed his Graduate Diploma of Financial Planning from Kaplan in 2024. Demonstrating his commitment to ethical practice, he also passed the FASEA Ethics Exam in 2024. James is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can assist with Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts, ensuring comprehensive coverage for your financial future. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact James today to schedule a consultation and discover how he can help you build a secure and prosperous tomorrow.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does James Proud offer?
James Proud provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts.
What qualifications does James Proud have?
James Proud holds a Bachelor of Commerce from The University of Queensland, a Graduate Diploma of Financial Planning from Kaplan, and has passed the FASEA Ethics Exam.
How can James Proud help me with my retirement planning?
James Proud can help you develop a comprehensive retirement plan tailored to your individual needs and goals, including advice on superannuation, investments, and retirement income strategies.
What is the first step in working with James Proud?
The first step is to schedule an initial consultation. This allows James to understand your financial situation, goals, and needs, and to explain how he can help you achieve them.
What can I expect from working with James Proud?
You can expect personalised, professional advice tailored to your specific circumstances. James is committed to providing clear, easy-to-understand guidance to help you make informed financial decisions.
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