James Esselmont
Financial Adviser
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About
James Esselmont is an ASIC-registered financial adviser based in Melbourne, dedicated to helping clients achieve their financial goals. With a strong academic foundation including a Bachelor of Economics from Monash University, a Graduate Diploma in Applied Finance and Investment from the Securities Institute, and a Master of Business Administration from RMIT, James combines extensive knowledge with practical experience. He holds a Diploma and Advanced Diploma of Financial Services (Financial Planning) and is a Certified Financial Planner (CFP) with the Financial Advice Association of Australia (FAAA), reflecting his commitment to professionalism and ethical conduct. James is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. This allows him to create tailored strategies to suit each client's unique circumstances and aspirations. Key services offered include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or needing advice on insurance and superannuation, James can provide expert guidance to help you make informed decisions. Contact James today to arrange a consultation and take control of your financial future.
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Frequently Asked Questions
What financial planning services does James Esselmont offer?
James Esselmont provides a range of financial planning services, including superannuation advice, retirement planning, wealth management, insurance solutions, and investment advice. He tailors his services to meet the individual needs of his clients.
What are James Esselmont's qualifications and experience?
James Esselmont holds a Bachelor of Economics, a Graduate Diploma in Applied Finance and Investment, a Master of Business Administration, a Diploma and Advanced Diploma of Financial Services (Financial Planning) and is a Certified Financial Planner (CFP). He has been working in the financial services industry for many years.
How does the financial planning process work with James?
The financial planning process typically begins with an initial consultation to understand your financial goals and current situation. James will then develop a tailored financial plan, implement the plan with your approval, and regularly review your progress to ensure you stay on track.
What can I expect during my first meeting with James Esselmont?
During your first meeting, you can expect to discuss 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 great opportunity to get to know each other and see if you're a good fit.
How can James help me with my superannuation?
James can provide advice on various aspects of superannuation, including choosing the right super fund, consolidating your super accounts, understanding your investment options, and planning for retirement income.
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