James Wrigley
Financial Adviser
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About
James Wrigley is an ASIC-registered financial adviser based in Melbourne, VIC. With a strong foundation in finance, holding a Bachelor of Commerce from the University of Melbourne (2005) and a Graduate Diploma of Applied Finance (Financial Planning) from Kaplan Professional Education (2010), James is well-equipped to guide you towards your financial goals. Further certifications include a Certificate IV in Superannuation from ASFA (2006), Self Managed Superannuation Funds certification from Kaplan Professional Education (2011), Certified Financial Planner (CFP) designation from the Financial Planning Association of Australia (2013), and FPC002B from Kaplan (2024). James is also a proud member of 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. His expertise also extends to investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. • Superannuation advice • Insurance solutions to protect you and your family • Comprehensive wealth management strategies • Retirement planning to secure your future • Investment advice tailored to your specific needs Ready to take control of your financial future? Contact James today to schedule a consultation.
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Frequently Asked Questions
What types of financial advice does James Wrigley provide?
James Wrigley is authorised to provide advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does James Wrigley have?
James Wrigley holds a Bachelor of Commerce from the University of Melbourne, a Certificate IV in Superannuation, a Graduate Diploma of Applied Finance (Financial Planning), certifications in Self Managed Superannuation Funds and FPC002B, and is a Certified Financial Planner (CFP).
What is the process for becoming a client of James Wrigley?
The process typically starts with an initial consultation to understand your financial goals and current situation. Following this, James will develop a tailored financial plan to help you achieve your objectives. He will then implement the plan and provide ongoing support and reviews.
How can retirement planning help me secure my future?
Retirement planning involves assessing your current financial situation, estimating your future income needs, and developing a strategy to accumulate sufficient assets to fund your retirement. It can also involve optimising your superannuation, investments, and other assets to maximise your retirement income.
What can I expect from working with James Wrigley as my financial advisor?
You can expect personalized advice tailored to your individual needs and goals. James will work closely with you to understand your financial situation, develop a comprehensive financial plan, and provide ongoing support to help you stay on track.
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