James Baxter
Financial Adviser
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About
James Baxter is an ASIC-registered financial adviser dedicated to helping individuals and families in Vermont, VIC, and beyond achieve their financial goals. With a Bachelor of Business (Accounting) from Monash University and a Graduate Diploma of Financial Planning from FINSIA, James brings a wealth of knowledge and experience to his practice. He further enhanced his expertise through specialized programs including the Self Managed Superannuation Fund Adviser Education Program, ASX Listed Products Adviser Accreditation, and Ethics and Professionalism in Financial Advice. As a member of the Financial Advice Association of Australia (FAAA), James adheres to the highest ethical and professional standards. He is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. James is committed to providing tailored advice to suit each client’s unique circumstances and aspirations. • Superannuation advice • Insurance solutions to protect your assets and family • Wealth management strategies for long-term growth • Retirement planning to secure your future • Investment Life Insurance • Life Risk Insurance Whether you're planning for retirement, seeking to grow your wealth, or needing advice on superannuation, James is here to help. Contact James today to schedule a consultation and take the first step towards a brighter financial future.
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Frequently Asked Questions
What types of financial advice does James Baxter offer?
James Baxter provides advice on superannuation, insurance, wealth management, and retirement planning. He can also advise on Investment Life Insurance and Life Risk Insurance.
What are James Baxter's qualifications?
James holds a Bachelor of Business (Accounting) from Monash University and a Graduate Diploma of Financial Planning from FINSIA. He has also completed specialized programs in Self Managed Superannuation Funds and ASX Listed Products.
What is the process of working with James Baxter?
The process typically starts with an initial consultation to discuss your financial goals and current situation. James will then develop a personalized financial plan tailored to your needs. Regular reviews will be conducted to ensure your plan remains aligned with your objectives.
Is James Baxter a member of any professional organizations?
Yes, James is a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first meeting with James?
During your first meeting, James will take the time to understand your financial goals, risk tolerance, and current financial situation. He will explain his approach to financial planning and answer any questions you may have.
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