Brought to you by the Financial Advice Centre
The Financial Advice Centre consists of quality financial advisers, who provide their expertise to a wide variety of clients, including real estate agents, in an array of areas.
James Farrelly is the newest member of the Financial Advice Centre advisory team, and has taken the position of Senior Financial Advisor. He will be working with the existing advisors to provide specialised dialogue and advice.
James is an experienced and learned practitioner. He entered the realm of Financial Services in 2008, and from 2011 to present has inhabited to role of Financial Adviser with a number of prestigious companies, honing the skills necessary to finding the best solution for every client.
James has forged his expertise not just through the crucible of experience, but also the structure of education. He has obtained a Bachelor of Commerce and an Advanced Diploma in Financial Planning, and is currently working towards finalising his Certified Financial Planning designation.
James has spoken to SA Real Estate News about the specifics of the Financial Advice Centre’s services.
“The services we provide to our clients are that of a holistic financial planning firm, including but not limited to:
– Superannuation (including SMSF)
– Retirement Planning
James’ ambitions within his position revolve around collaborating with the other members of the Financial Planning team, Mark Butters and Andre DiMatteo, to maintain the efficacy of the Financial Advice Centre, whilst providing specialised attention to specific savings options.
“My ambition for this new role is to work with Mark and Andre to continue providing a high level of service to our clients. We are looking to maintain a firm where clients are comfortable speaking to any of the advisers and feel like their best interests are being looked after. As the SMSF specialist within the practice I would like to be able to provide this option to our clients when they are considering the best structure for their retirement savings.”
Details as to the Self-Managed Super Fund for which James will provide advice, a superior choice for many investors, can be found here
James and the team at Financial Advice Centre are professionals in assisting real estate agents with managing their finances, and can be reached on 8332 4411 or firstname.lastname@example.org.
Mark Butters, James Farrelly & Andre DiMatteo are all an Authorised Representative and Credit Representative and SSFS Pty Ltd (ACN 100 654 733) trading as ‘Financial Advice Centre’ is an Authorised Representative of Charter Financial Planning Limited Australian Financial Services Licensee. Australian Financial Services Licensee and Australian Credit Representative 234 665.
The above article contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
If you decide to purchase or vary a financial product, your financial adviser, Charter Financial Planning Limited and other companies within the AMP Group may receive fees and other benefits. The fees will be a dollar amount and/or a percentage of either the premium you pay or the value of your investment. Please contact us if you want more information.