James Herriman
Financial Adviser
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About
James Herriman 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 strong academic foundation including a Bachelor of Business (Banking & Finance) from the University of South Australia and a Graduate Diploma in Financial Planning from the Securities Institute, James combines his extensive knowledge with practical experience to deliver exceptional service. James is a Certified Financial Planner (CFP) with the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest professional and ethical standards in the industry. He holds a Margin Lending & Geared Investments Adviser Accreditation, allowing him to offer specialist advice in these areas. Authorised to provide advice on a broad range of financial products, James can assist with: • Superannuation Advice • Insurance Solutions • Wealth Management • Retirement Planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts Whether you are planning for retirement, seeking to grow your wealth, or require assistance with insurance or superannuation, James can provide expert guidance to help you make informed decisions. 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 Herriman offer?
James Herriman specialises in superannuation advice, insurance, wealth management, retirement planning, and investment strategies. He provides comprehensive financial solutions tailored to your individual needs.
What qualifications does James Herriman have?
James Herriman holds a Bachelor of Business (Banking & Finance), a Graduate Certificate in Applied Finance & Investment, a Graduate Diploma in Financial Planning, and is a Certified Financial Planner (CFP). He also holds a Margin Lending & Geared Investments Adviser Accreditation.
How does James Herriman develop a financial plan for clients?
James works closely with each client to understand their current financial situation, future goals, and risk tolerance. He then develops a personalised financial plan that outlines strategies and recommendations to help them achieve their objectives. Regular reviews and adjustments are made to ensure the plan remains aligned with their evolving needs.
What can I expect during my first meeting with James?
During your initial consultation, James will take the time to understand your financial background, goals, and concerns. He will explain his approach to financial planning and answer any questions you may have. This meeting is an opportunity to determine if his services are the right fit for your needs.
Is James Herriman obligated to act in my best interests?
Yes, as an ASIC-registered financial adviser and a CFP member of the Financial Advice Association of Australia (FAAA), James is legally and ethically bound to act in your best interests at all times. He adheres to a strict code of conduct and prioritises your financial well-being.
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