SPECIALISATION
James
Williams
Senior Financial Advisor
Melbourne
Victoria
IN THEIR OWN WORDS
James Williams is a financial advisor with over 15 years of experience and specialises in retirement planning, investment advice. A Certified Financial Planner and member of the Financial Advisers Association Australia. James is a caring and dedicated financial advisor committed to helping his clients achieve their financial goals by understanding what matters most to them. He takes a holistic approach to financial advice and works closely with his clients to develop a financial plan tailored to their needs. James also takes great in being able to work with and support his clients throughout their financial journey.
Qualifications and Memberships
- Bachelor of Economics
- Graduate Diploma of Financial Planning
- Postgraduate Diploma in Business (Economic and Finance)
- Certified Financial Planner
- Member of the Financial Advice Association Australia
SPECIALISATION
Family
Office
Office
Insurance
Investment
Advice
Advice
Retirement
Planning
Planning
SMSF
Tax
Planning
Planning
Melbourne
TEAM
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