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 Neutral Bay, please click on “Make An Appointment” above, or contact us directly.
James 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:
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.
James has passed the FASEA Adviser Exam as required under the Corporations Act 2017.
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.
“I have found the personal service I receive from James Bucknell, Financial Planner Bondi at Fiducian to be of the highest calibre and very professional and would not hesitate in recommending this company. I previously had my finance affairs looked after with another very large company and was totally dissatisfied with their lack of personal contact, service and advice”