James Mcfall
Financial Adviser
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About
James Mcfall is an ASIC-registered financial adviser dedicated to helping individuals and families in Surrey Hills, VIC, achieve their financial goals. With a solid foundation built upon a Diploma of Financial Planning from the Securities Institute (2002) and a Master of Commerce (Financial Planning) from the University of Western Sydney (2007), James further solidified his expertise by completing the Certified Financial Planner Certification Program in 2013. He also holds specialist certifications in Self Managed Superannuation Funds and Margin Lending. As a member of the Financial Advice Association of Australia (FAAA), James adheres to the highest ethical and professional standards. He 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. James provides tailored advice and strategies to help you build and protect your wealth. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Ready to take control of your financial future? Contact James today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does James Mcfall provide?
James Mcfall is authorised to provide advice on a broad 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. He can tailor advice to your specific needs and goals.
What are James Mcfall's qualifications?
James holds a Diploma of Financial Planning, a Master of Commerce (Financial Planning), a Certified Financial Planner certification, and specialist certifications in Self Managed Superannuation Funds and Margin Lending. He is also a member of the Financial Advice Association of Australia (FAAA).
How does James Mcfall approach financial planning?
James takes a client-centric approach, focusing on understanding your individual circumstances, goals, and risk tolerance. He then develops a tailored financial plan to help you achieve your objectives, providing ongoing support and advice along the way.
What can I expect during my first meeting with James Mcfall?
During your initial consultation, James will discuss your current financial situation, future goals, and any concerns you may have. This meeting is an opportunity for you to get to know James and understand how he can help you achieve your financial aspirations. There is no obligation to proceed with further services after this initial meeting.
How can James Mcfall help me with my superannuation?
James can provide expert advice on all aspects of superannuation, including choosing the right fund, consolidating your superannuation accounts, and developing a retirement income strategy. He can also advise on self-managed superannuation funds (SMSFs).
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