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James Farrelly

Senior Financial Adviser


  • 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


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

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Key person protection

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Working with our planners

Engagement process

Cashflow management

Debt management

Wealth management

Personal risk management

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Estate planning

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