James Sefton

Financial Adviser (AR No. 236025)

With 30 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
Superannuation
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

Qualifications

Diploma of Financial Planning
CERTIFIED FINANCIAL PLANNER®

Interests

James enjoys four wheel driving and camping and is an avid Geelong Football Club supporter. He also enjoys a hit of tennis and spending time with his wife and two children.