James Campbell
CFP® - Financial Adviser Authorised Representative - ARN: 249566
Fiducian Financial Services Bathurst
NSW - Regional
- fpsupport@fiducianfs.com.au
- Phone
- 0418 869 633
- Address
-
Executive Suites on Howick, Suite 5, 215-219 Howick Street, Bathurst NSW 2795
PO Box 1226, Bathurst NSW 2795
About James Campbell
James has over 28 years’ experience as a Financial Adviser and is committed to building and maintaining long term relationships with his clients.
James is a CERTIFIED FINANCIAL PLANNER® professional, which he has held since 1998. He completes regular ongoing training to ensure that he meets the financial planning industry standards on knowledge and education.
James specialises in pre and post retirement planning (Super / Pension Funds), wealth creation strategies (Managed Funds) as well as personal (Insurance) protection.
James has met the FASEA exam standards required by law.
Away from work, James has been married for over 30 years and is a father of four adult sons.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Superannuation
- Superannuation – All
- A person’s existing holding in a superannuation product
About James Campbell
James has over 28 years’ experience as a Financial Adviser and is committed to building and maintaining long term relationships with his clients.
James is a CERTIFIED FINANCIAL PLANNER® professional, which he has held since 1998. He completes regular ongoing training to ensure that he meets the financial planning industry standards on knowledge and education.
James specialises in pre and post retirement planning (Super / Pension Funds), wealth creation strategies (Managed Funds) as well as personal (Insurance) protection.
James has met the FASEA exam standards required by law.
Away from work, James has been married for over 30 years and is a father of four adult sons.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Superannuation
- Superannuation – All
- A person’s existing holding in a superannuation product