James Pastellas
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
James Pastellas is an ASIC-registered financial adviser dedicated to helping individuals and families in Hawthorn East, VIC, achieve their financial goals. With a Bachelor of Commerce from the University of Queensland (1981) and a Masters of Business from QUT (1994), James combines strong academic foundations with decades of practical experience. James is a Certified Financial Planner (FPAA, 2000) and holds additional qualifications in Margin Lending and Geared Investments (Kaplan Professional, 2011). His commitment to professional excellence is further demonstrated through his memberships with Chartered Accountants Australia and New Zealand (CA ANZ) and the Financial Advice Association of Australia (FAAA). Authorised to provide advice on a comprehensive range of financial products, James can assist you with superannuation, insurance, wealth management, and retirement planning. He is also authorised to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Ready to take control of your financial future? Contact James today to schedule a consultation and discover how tailored financial advice can make a difference.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does James Pastellas offer?
James Pastellas provides advice on superannuation, insurance, wealth management, and retirement planning. He is also authorised to provide advice on various investment products, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are James Pastellas' qualifications and professional memberships?
James holds a Bachelor of Commerce, a Masters of Business, and is a Certified Financial Planner. He is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and the Financial Advice Association of Australia (FAAA).
How can James Pastellas help me plan for retirement?
James can assist you in developing a comprehensive retirement plan tailored to your specific needs and goals. This includes assessing your current financial situation, projecting future income and expenses, and recommending strategies to maximise your retirement savings.
What is the process of working with James Pastellas?
The process typically begins with an initial consultation to discuss your financial goals and current situation. James will then develop a personalised financial plan, which will be reviewed and adjusted as needed. Regular reviews and ongoing support are provided to ensure your plan remains aligned with your evolving needs.
What should I expect during my first meeting with James Pastellas?
During your first meeting, you can expect a friendly and professional discussion about your financial goals, current financial situation, and any concerns you may have. James will explain his services and how he can help you achieve your objectives. It's a chance for you to get to know James and determine if he is the right financial adviser for you.
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.