James Wearn
About Me
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:
Commonwealth Superannuation (MSBS, DFRDB, PSS and CSS);
Personal Superannuation;
Employer Superannuation;
Wealth Creation;
Life Risk Insurance;
Estate Planning;
Salary Packaging;
Budget and Cash Flow Planning;
Investments and Savings Plans;
Retirement Planning;
Centrelink, other Government Benefits and Aged Care.
Areas of Focus
- Aged care
- Cashflow management
- Employment changes
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 2 Years
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Licensed By Fiducian Financial Services Pty Ltd