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James Vanzyl

BCom (FP) - Provisional Representative - ARN: 1319420

Fiducian Financial Services Darwin

Northern Territory

Email
fpsupport@fiducianfs.com.au
Phone
08 7935 6027
Address

T213/12 Salonika Street, Parap NT 0820

James Vanzyl

About James Vanzyl

James Vanzyl is a Provisional Representative of Fiducian Financial Services Pty Ltd, based in Darwin. James is currently completing the Professional Year Program, supervised by Michael Murray.

James holds a Bachelor of Commerce with a double major in Financial Planning and Finance and a Graduate Certificate in Finance. Having worked in the financial planning industry since 2015, James has a wide range of technical and strategic knowledge and is committed to assisting clients to achieve their goals.

During his studies, James was nominated as FPA Student of the Year and awarded the Stonehouse Wealth Management and Platinum Asset Management scholarships.

Advice Areas

  • Wealth Creation Strategies
  • Superannuation Strategies (including defined benefit schemes)
  • Self-Managed Superannuation Funds
  • 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

Securities

  • Securities

Superannuation

  • Superannuation – All
  • Self-Managed Superannuation Fund
  • A person’s existing holding in a superannuation product

Make an appointment with James Vanzyl

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