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James Farrelly

Senior Financial Adviser

Location: Adelaide

Qualifications

  • Bachelor of Commerce
  • Advanced Diploma Financial Services (FP)
  • Ethics and Professionalism in Financial Advice
  • Statement of Attainment – Margin Lending
  • Statement of Attainments – Self Managed Superannuation

Experience

  • Been in financial services industry since 2008
  • Been a financial adviser since 2011

Memberships & Professional Designations

Key person protection

Ownership protection

Employee protection

Working with our planners

Engagement process

Cashflow management

Debt management

Wealth management

Personal risk management

Retirement readiness

Estate planning

Our Philosophy

Our History

Our Solutions

Community

Awards