MenuJames Bevis
About Me
James holds an Advanced Diploma of Insurance Broking, and is a
Qualified Practising Insurance Broker and Fellow of the Australian
Insurance Institute. He holds a Diploma in Financial Planning.
James has spent in excess 30 years in the Financial Services Industry
and has extensive knowledge of business structures and the
personal risks that go with them.
James is currently studying a Master of Applied Finance with a
Financial Planning specialisation at Charles Sturt University.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
-
Years of Experience 12 Years -
Licensed By Dimension Iv Wealth Partners Pty Ltd
