James Bucknell

Fiducian Financial Services
James Bucknell

Bondi Junction, NSW

About

About Fiducian Financial Services

Fiducian Financial Services Pty Ltd is licensed to provide you with financial planning services, which include advising, and dealing in the following financial products and services.

For an initial complimentary consultation with James Bucknell, Financial Planner Bondi Junction, please click on “Make An Appointment” above, or contact us directly.

Our Services

Financial Planner James Bucknell is an Authorised Representative of Fiducian Financial Services Pty Ltd and is licensed to provide you with financial planning services, which include advising, and dealing in the following financial products:

  • Retirement Planning;
  • Budget and Cashflow Planning;
  • Centrelink Benefits, other Government Benefits and Aged Care Assistance;
  • Salary Packaging;
  • Personal Superannuation;
  • Employer Superannuation;
  • Investments and Savings Plans;
  • Debentures and Government Bonds;
  • Deposit and Payment Products;
  • Estate Planning;
  • Securities;
  • Life Risk Insurance within Superannuation;
  • Credit assistance and Debt Management;
  • Gearing and Margin Lending.

 

Profile

About James Bucknells

James Bucknell believes the only way to provide the right solution is to fully understand the clients’ requirements and financial goals. A complete review of your financial situation, needs and objectives will ensure effective outcomes that encompass and consider wealth creation, investment and retirement planning, superannuation, insurances, Centrelink benefits and estate planning.

James holds a Diploma in Financial Services and is an Authorised Representative of Fiducian Financial Services Pty Ltd. He undertakes regular ongoing training to ensure his knowledge and skills are kept up to date.

James also holds a Bachelor of Business degree majoring in Accounting. He has extensive business experience from over 17 years of working in accountancy, real estate and property development. In addition, he has “hands on” experience in small business having established and successfully operated Tokelau Guest House in Tuncurry.

When not engaged in financial planning James enjoys surfing, skiing, playing golf and spending time with his wife and two young daughters, which keep him very busy.

Testimonials

What clients are saying about James Bucknell

Fiducian Financial Planners believe that quality financial advice can significantly improve the current position of most individuals and that the relationship between a client and their Financial Planner is a key ingredient in achieving that goal.

A professional relationship built on trust, advice, support and re-assurance can be the corner stone for developing and maintaining a financial plan perfect for you and your family.

We are naturally delighted to hear from many Fiducian clients who are very satisfied with the service they have received from their Fiducian Financial Planner and who are happy to recommend their Fiducian Financial Planner.

News & Community

Local News and Events

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