The Financial Planning Association of Australia The Financial Planning Association of Australia

James Dudley, CFP®


Name James Dudley CFP®
Company Primeplan Securities
Address Level 2
1911 Malvern Road
Malvern East, VIC 3145
Phone 03 98262800
Website www.primeplan.net.au

James Dudley is a Director and Authorised Representative of Primeplan Securities Pty. Ltd. James has been involved in the financial planning industry since 1988 and holds the highest internationally recognised designation of Certified Financial Planner. Through his substantial industry experience in assisting clients on a daily basis, James has developed a technical expertise in advising his clients through all stages of their life. These range from early wealth creation and tax-effective gearing strategies, through to superannuation, retirement income planning and estate planning.

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