James Syme
Financial Adviser
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About
James Syme is an ASIC-registered financial adviser dedicated to helping individuals and families in Hawthorne, VIC, and beyond achieve their financial goals. With a Bachelor of Commerce from Monash University (2007) and an Advanced Diploma of Financial Planning from the International Institute of Technology (2015), along with ongoing professional development such as Ethics and Professionalism in Financial Advice (Kaplan Professional, 2024), James possesses a strong foundation of knowledge and a commitment to ethical practice. As a member of the Financial Advice Association of Australia (FAAA), James adheres to the highest standards of professionalism and client care. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and government debt securities. James provides tailored advice across various areas: • Superannuation advice to optimize your retirement savings • Insurance solutions to protect you and your family • Wealth management strategies to grow your assets • Investment advice tailored to your risk tolerance and goals • Retirement planning to ensure a comfortable and secure future If you're seeking personalized financial advice and a trusted partner to help you navigate the complexities of wealth creation and protection, contact James today to schedule a consultation.
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Frequently Asked Questions
What types of financial advice does James Syme offer?
James Syme provides advice on superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and government debt securities. He can help you with retirement planning, investment strategies, and protecting your assets.
What are James Syme's qualifications and experience?
James holds a Bachelor of Commerce from Monash University and an Advanced Diploma of Financial Planning from the International Institute of Technology. He is also a member of the Financial Advice Association of Australia (FAAA) and completes ongoing professional development to stay up-to-date with industry best practices.
How does James Syme approach financial planning?
James takes a client-centered approach, focusing on understanding your individual needs, goals, and risk tolerance. He develops personalized strategies to help you achieve your financial objectives and provides ongoing support to ensure you stay on track.
What can I expect during my first meeting with James Syme?
During your initial consultation, James will discuss your current financial situation, future goals, and any concerns you may have. He will explain his services in detail and answer any questions you have. This meeting will help determine if his services are a good fit for your needs.
How can I book a consultation with James Syme?
You can contact James directly via phone or email to schedule a consultation. Details can be found on his website, or by contacting his office directly.
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