Processing now, thanks for your patience
James De Petra

James De Petra

Financial Planner

Qualifications

  • Bachelor of Commerce (Finance & Financial Planning)
  • Diploma of Financial Services (Financial Planning)

I will work with you to set goals and direction for your future.

James has been working as a financial planner since 2012.

James’ business philosophy is to provide quality financial advice with a high level of care and professionalism.

James is well placed to guide you towards realising a secure and rewarding financial future.

James authorised to provide you with advice (both general and personal) and deal in the following financial products:

  • Deposit products
  • Superannuation & Retirement Savings Accounts
  • Life insurance, including investment and risk insurance products
  • Managed investments (excluding Investor Directed Portfolio Services)
  • Government debentures, stocks or bonds
  • Securities