James Kay
Financial Adviser
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About
James Kay is an ASIC-registered financial adviser based in Hawthorne, VIC, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive financial planning strategies. James holds a Bachelor of Science from The University of Melbourne and a Master of Commerce from RMIT, underpinning his solid understanding of finance. He further enhanced his expertise with a Diploma of Financial Services and specialist certifications in Superannuation & Life Insurance, both from RMIT. James is also a Certified Financial Planner (CFP) with the Financial Planning Association of Australia (FPAA), demonstrating his commitment to upholding the highest standards of professionalism and ethical conduct. James is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and government debt securities. This allows him to offer holistic financial solutions designed to meet each client's unique needs and circumstances. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Investment advice • Retirement planning Ready to take control of your financial future? Contact James Kay today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What services does James Kay offer?
James Kay provides a comprehensive range of financial services, including superannuation advice, insurance solutions, wealth management, investment advice, and retirement planning. He tailors his advice to meet each client's unique financial situation and goals.
What qualifications does James Kay have?
James Kay holds a Bachelor of Science from The University of Melbourne, a Master of Commerce from RMIT, a Diploma of Financial Services from RMIT, specialist certifications in Superannuation & Life Insurance from RMIT, and is a Certified Financial Planner (CFP) with the Financial Planning Association of Australia (FPAA).
What can I expect during my first meeting with James Kay?
During your initial consultation with James Kay, you can expect a thorough discussion about your financial goals, current financial situation, and risk tolerance. James will take the time to understand your needs and develop a tailored financial plan to help you achieve your objectives.
Can James Kay help me with my superannuation?
Yes, James Kay is an expert in superannuation advice. He can provide guidance on choosing the right superannuation fund, consolidating your superannuation accounts, and developing a retirement income strategy.
How does James Kay stay up-to-date with the latest financial regulations?
James Kay is committed to ongoing professional development and regularly attends industry conferences and training sessions to stay informed about the latest financial regulations and best practices. He has also recently completed FPC002B Ethics and Professionalism in Financial Advice, FPC001B Economic and Legal Context for Financial Planning, and FPC007B Client Engagement Skills courses with Kaplan Professional.
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