MenuJames Brescia CFP®
About Me
James enjoys helping people to better organise their personal financial affairs to better position themselves to take full advantage of their situation and achieve their goals. James believes that planning for your future provides the knowledge you need to make informed decisions on your present.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 14 Years -
Licensed By Bongiorno Wealth Management Pty Ltd
