James Wearn
MFinPlan, GradDipFP, BA, BE - Financial Adviser Authorised Representative - ARN: 1295480
Fiducian Financial Services Canberra
Australian Capital Territory
- admin@provident.net.au
- Phone
- 02 6162 2656
- Address
-
26-28 Napier Close, Deakin ACT 2600
Locked Bag 5, Deakin ACT 2600
About James Wearn
James has been part of the Fiducian Canberra team for three years. As an Authorised Representative of Fiducian Financial Services, James is committed to providing personalised financial advice to allow his clients to reach their individual goals and objectives.
Prior to working with Fiducian, James worked for Commonwealth Superannuation Corporation (CSC or ‘CommSuper’) within both client facing and technical calculation capacities. This experience provides James with an intricate specialist knowledge across these schemes, whilst also providing an understanding around the processes in place to ensure things operate smoothly. James has completed his Master of Financial Planning further enhancing his technical proficiency.
Advice Areas
- Commonwealth Superannuation Schemes (CSS, PSS, DFRDB, MilitarySuper, PSSap and ADF Super)
- 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
- Self-Managed Superannuation Fund
- A person’s existing holding in a superannuation product
About James Wearn
James has been part of the Fiducian Canberra team for three years. As an Authorised Representative of Fiducian Financial Services, James is committed to providing personalised financial advice to allow his clients to reach their individual goals and objectives.
Prior to working with Fiducian, James worked for Commonwealth Superannuation Corporation (CSC or ‘CommSuper’) within both client facing and technical calculation capacities. This experience provides James with an intricate specialist knowledge across these schemes, whilst also providing an understanding around the processes in place to ensure things operate smoothly. James has completed his Master of Financial Planning further enhancing his technical proficiency.
Advice Areas
- Commonwealth Superannuation Schemes (CSS, PSS, DFRDB, MilitarySuper, PSSap and ADF Super)
- 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
- Self-Managed Superannuation Fund
- A person’s existing holding in a superannuation product