James Bradford
Financial Adviser
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About
James Bradford is an ASIC-registered financial adviser dedicated to helping individuals and families in Cumberland Park, SA, achieve their financial goals. With a strong foundation in commerce and accounting, underpinned by a Bachelor of Commerce from the University of SA (2002) and CPA certification from CPA Australia (2005), James brings a wealth of knowledge and experience to his practice. He further enhanced his expertise with a Diploma of Financial Planning from Kaplan (2008) and the SMSF Specialist Advisor (SSA) Accreditation from the SMSF Association (2013). James is committed to upholding the highest ethical standards, demonstrated by his completion of Ethics and Professionalism in Financial Advice through Kaplan (2020). As a member of CPA Australia, the National Tax & Accountants Association, and the SMSF Association, James provides comprehensive advice across a range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is authorized to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. James can help you with: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • SMSF advice • Investment advice Ready to take control of your financial future? Contact James today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does James Bradford offer?
James Bradford specialises in superannuation advice, retirement planning, wealth management, insurance solutions, SMSF advice, and investment advice. He provides comprehensive guidance to help you achieve your financial goals.
What are James Bradford's qualifications and professional memberships?
James holds a Bachelor of Commerce, is a Certified Practising Accountant (CPA), and has a Diploma of Financial Planning. He is also an SMSF Specialist Advisor (SSA) and a member of CPA Australia, the National Tax & Accountants Association, and the SMSF Association.
How does James Bradford approach financial planning?
James takes a client-centered approach, focusing on understanding your unique financial situation and goals. He then develops a tailored strategy to help you achieve those goals, providing ongoing support and guidance along the way.
What should I expect during my first meeting with James Bradford?
During your initial consultation, James will discuss your current financial situation, your goals, and your risk tolerance. This will help him understand your needs and develop a personalized financial plan. You can expect a relaxed and informative discussion.
Can James Bradford help me with my Self-Managed Super Fund (SMSF)?
Yes, James is an SMSF Specialist Advisor (SSA) and has extensive experience in providing advice on all aspects of SMSFs, from establishment to compliance and investment strategies.
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