James Thackray
Financial Adviser
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About
James Thackray is an ASIC-registered financial adviser based in Brighton, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. James combines a strong academic foundation with practical industry experience to deliver exceptional service. James holds a Bachelor of Business and Entrepreneurship from Victoria University and has completed RG146 training. He further enhanced his expertise with qualifications in Superannuation, Life Insurance, Ethics, and Tax for Financial Advising from Kaplan and QUT. This diverse educational background enables James to provide well-informed and strategic financial guidance. Authorised to provide advice on a range of financial products, James specialises in superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. He is committed to understanding each client's unique circumstances and developing personalised financial plans to suit their needs. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Investment advice • Retirement planning 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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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does James Thackray offer?
James Thackray provides advice on superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. He tailors his advice to meet your specific financial needs and goals.
What are James Thackray's qualifications?
James holds a Bachelor of Business and Entrepreneurship, RG146, 924 Superannuation and Skills, Tier 1 Life Insurance, Ethics and Professional Relationships, and Tax for Financial Advising qualifications. This comprehensive training ensures he provides informed and ethical advice.
How does the financial planning process work with James?
The process begins with an initial consultation to understand your financial situation, goals, and risk tolerance. James then develops a personalised financial plan, implements the plan, and provides ongoing reviews to ensure it continues to meet your needs.
What can I expect during my first meeting with James Thackray?
During your first meeting, James will discuss your current financial situation, your short-term and long-term goals, and any concerns you may have. This helps him understand your needs and determine how he can best assist you.
Is James Thackray an ASIC-registered financial advisor?
Yes, James Thackray is an ASIC-registered financial advisor, ensuring he meets the regulatory requirements and adheres to ethical standards in providing financial advice.
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