James Liew Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd
James Liew believes providing the right advice requires both strong and trust-based relationships. He works closely with you so that together, you can develop a customised gameplan that aligns with your unique circumstances and ensures that every step taken is in your best interest. This helps you to become financially well organised, so that you can focus on what matters most to you – living out your ideal life.
James understands the importance of developing a comprehensive understanding of your financial situation, and working with other professionals where necessary. This allows him to assist you in crafting a holistic plan that empowers you to make informed decisions to achieve your goals and dreams.
Qualifications/Memberships
- Bachelor of Commerce
- Graduate Diploma of Financial Planning
- Member of Financial Advice Association Australia
Areas of expertise
Investment and Portfolio Construction
Retirement Planning and Pensions
Estate Planning
Asset Protection and Business Structures
Insurance advice for individuals and business owners
Superannuation
Tax Effective Wealth Strategies
Wealth Creation
Debt Management
Strategic Financial Advice
Centrelink Benefits
Experience
- 8 + years experience in the Financial Services Industry
James Liew
Request a meetingFitzpatricks Private Wealth WA
Level 2 / 11 Mounts Bay Road, Perth WA 6000(08) 9481 5998