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Darren James

Financial Adviser

MBA Financial Strategists
Unley, SA 5061

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About

Darren James is an ASIC-registered financial adviser based in Unley, South Australia, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a career spanning over two decades, Darren brings a wealth of knowledge and experience to every client interaction. He holds a Diploma of Financial Planning (FPA), achieved in 2004, and further solidified his expertise by becoming a Certified Financial Planner (CFP) in 2007. Demonstrating a commitment to ongoing education, Darren completed a Graduate Diploma of Financial Planning from Kaplan Higher Education in 2023. Darren is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also qualified to advise on investment life insurance, life risk insurance, securities, derivatives, Retirement Savings Accounts, and Government Debt Securities. Darren’s key services include: • Superannuation advice • Retirement planning • Insurance solutions • Wealth management strategies • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or need guidance on protecting your assets, Darren can provide the expert advice you need. Contact Darren today to schedule a consultation and take the first step towards a secure financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Derivatives Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation strategies Wealth accumulation Risk management Investment advice Insurance solutions

Client Types

Personal Investors SMSF Self-Employed

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000232706

Verify on ASIC Register

Authorised Representative Number

000248754

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Darren James offer?

Darren James provides advice on superannuation, retirement planning, insurance, wealth management, investment strategies, and more. He can help you create a comprehensive financial plan tailored to your specific needs and goals.

What qualifications does Darren James hold?

Darren James holds a Diploma of Financial Planning (FPA), is a Certified Financial Planner (CFP), and has a Graduate Diploma of Financial Planning from Kaplan Higher Education.

What is the process for becoming a client of Darren James?

The first step is to schedule an initial consultation. During this meeting, Darren will discuss your financial situation, goals, and risk tolerance. He will then develop a tailored financial plan and work with you to implement it.

How can Darren James help me with my retirement planning?

Darren can assist you in developing a comprehensive retirement plan, including strategies for maximizing your superannuation, creating income streams, and managing your investments to ensure a comfortable retirement.

What can I expect from working with Darren James as my financial advisor?

You can expect personalized advice, a clear and understandable financial plan, and ongoing support to help you achieve your financial goals. Darren is committed to building long-term relationships with his clients and providing them with the guidance they need to make informed financial decisions.

Get in Touch

Contact Darren directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.