|Name||James Bucknell, AFP®|
|Company||Fiducian Financial Services Pty Ltd|
|Address||17 Hill Street
Balgowlah, NSW 2093
James believes the only way to provide the right solution is to fully understand the clients’ requirements and financial goals. A complete review of your financial situation, needs and objectives will ensure effective outcomes that encompass and consider wealth creation, investment and retirement planning, superannuation, insurances, Centrelink benefits and estate planning.
James is an Authorised Representative of Fiducian Financial Services Pty Ltd. He undertakes regular ongoing training to ensure his knowledge and skills are kept up to date.
James also holds a Bachelor of Business degree majoring in Accounting. He has extensive business experience from over 17 years of working in accountancy, real estate and property development. In addition, he has “hands on” experience in small business having established and successfully operated Tokelau Guest House in Tuncurry.
When not engaged in financial planning James enjoys surfing, skiing, playing golf and spending time with his wife and two young daughters, which keep him very busy.
James is an Authorised Representative of Fiducian Financial Services Pty Ltd and is licensed to provide you with financial planning services, which include advising, and dealing in the following financial products:
• Managed Funds
• Investor Directed Portfolio Services
• Personal Managed Portfolios
• Business Insurances including Key Person and Buy Sell Cover
• Personal Insurances including; Life, TPD, Trauma & Income Protection