James Dudley
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 Dudley is an ASIC-registered financial adviser based in Melbourne, VIC. With a Diploma of Financial Planning from RMIT University (1997) and holding the esteemed CFP® certification from the Financial Planning Association of Australia (now FAAA), James brings a wealth of knowledge and experience to his clients. He is dedicated to providing tailored financial advice to help individuals and families achieve their financial goals. James is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and retirement planning. He can also advise on investment life insurance, life risk insurance, retirement savings accounts, and government debt securities. This breadth of authorization allows him to create holistic financial plans that address all aspects of your financial life. Key services offered: • Superannuation advice • Retirement planning • Insurance solutions • Investment guidance James is committed to building long-term relationships with his clients, based on trust, transparency, and a deep understanding of their unique circumstances. He strives to simplify the complexities of the financial world, empowering his clients to make informed decisions and achieve financial security. Contact James today for a consultation and take the first step towards a brighter financial future.
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 Dudley provide?
James Dudley is authorized to provide advice on superannuation, insurance (including investment life and life risk), retirement planning, retirement savings accounts, and government debt securities. He can help you create a comprehensive financial plan tailored to your needs.
What qualifications does James Dudley have?
James Dudley holds a Diploma of Financial Planning from RMIT University (1997) and is a Certified Financial Planner (CFP®) with the Financial Advice Association of Australia (FAAA).
What is the process for working with James Dudley?
The process typically begins with an initial consultation to understand your financial goals and current situation. James will then develop a personalized financial plan, present it to you for review, and implement the plan upon your approval. Regular reviews will be conducted to ensure the plan remains aligned with your evolving needs.
What can I expect from a financial planning session with James?
You can expect a professional and confidential discussion about your financial goals, concerns, and aspirations. James will listen carefully, ask relevant questions, and provide clear, unbiased advice to help you make informed decisions. He will also explain any fees or charges associated with his services upfront.
Why should I choose James Dudley as my financial advisor?
James Dudley offers experienced, ASIC-registered financial advice, backed by relevant qualifications and memberships. He offers a personal approach to financial planning, and is dedicated to helping you achieve your financial goals.
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.