James Sefton, CFP®

With more than 20 years experience in the financial planning and insurance industry, James has helped a range of people with different aspirations both in their working life and retirement. James is a third generation adviser, drawing on 90 years of experience from his father and grandfather in the financial planning and insurance industry. As a qualified financial planner, James helps people in the following areas:

• Preparing for their retirement
• Ongoing Retirement and Investment review and advice process
• Maximise entitlements to Centrelink benefits
• Insurance plans for Personal and Businesses, i.e. Income protection,
Life Insurance and Trauma Cover
• Estate planning needs
• Wealth Accumulation, tax effective salary management
• Aged care.

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