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James
Clark
Senior Financial Planner
Canberra
Australian Capital Territory
IN THEIR OWN WORDS
James Clark is a Senior Financial Advisor who has been in the financial services industry for over 25 years, nearly 20 of those as a financial advisor. James is passionate about educating and informing clients in a way they understand and appreciate so they may make decisions to achieve both their lifestyle and financial goals. James also has a great interest in ensuring his clients estate planning is in order so that partners and the next generation are looked after.
Qualifications and Memberships
- Graduate Diploma of Applied Finance
- Graduate Diploma of Financial Planning
- Member of the Financial Advice Association Australia
SPECIALISATION
Cash
Flow
Management
Flow
Management
Investment
Advice
Advice
Retirement
Planning
Planning
Super
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