James Sefton
Financial Adviser
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About
James Sefton is an ASIC-registered financial adviser dedicated to helping individuals and families in Eltham, VIC, achieve their financial goals. With a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) obtained in 2001, James has built a solid foundation of knowledge and experience. As a Certified Financial Planner (CFP) and a member of the Financial Advice Association of Australia (FAAA), James adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance (Investment Life Insurance and Life Risk Insurance), retirement planning, Retirement Savings Accounts, and Government Debt Securities. James takes a holistic approach to financial planning, understanding that each client's situation is unique. He works closely with his clients to develop personalized strategies that address their specific needs and objectives. • Superannuation advice • Retirement planning • Investment and Life Risk Insurance • Wealth accumulation strategies • Risk management and insurance solutions Ready to take control of your financial future? Contact James Sefton 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 Sefton provide?
James Sefton specializes in superannuation advice, retirement planning, and insurance solutions (Investment Life Insurance and Life Risk Insurance). He can also provide advice on Retirement Savings Accounts and Government Debt Securities, helping you build a secure financial future.
What are James Sefton's qualifications and professional memberships?
James Sefton holds a Diploma of Financial Planning from the FPA (2001) and is a Certified Financial Planner (CFP) with the Financial Advice Association of Australia (FAAA). This ensures he adheres to the highest ethical and professional standards.
How does James Sefton approach financial planning?
James takes a holistic approach, understanding that each client's situation is unique. He works closely with clients to develop personalized strategies that address their specific needs and objectives.
What can I expect during my first consultation with James Sefton?
During your first consultation, James will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then discuss potential strategies and solutions tailored to your specific needs.
Why should I choose James Sefton as my financial adviser?
James offers expert financial guidance and holds the CFP designation. With over 20 years in the industry, James is committed to providing personalised advice and building long-term relationships with his clients, always acting in their best interests.
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