James Hand Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd
James is passionate about ensuring the right outcomes for his clients and is focused on using simple communication to explain sometimes complex information. Ensuring clients are fully engaged with their financial plan is key to the advice he provides. James works closely with his clients to enrich their lives.
James has over 30 years experience in financial planning and has been advising clients since 1994 working with clients in Melbourne, Sydney and in Brisbane.
Qualifications/Memberships
- Graduate Diploma of Financial Planning
- Diploma of Financial Planning
- Certified Financial Planner ™(CFP)
- Certificate of Superannuation Management
- Financial Essentials Self Managed Superannuation Fund Adviser Education Program
- Self Managed Superannuation Funds (Kaplan Professional)
- Member of the Financial Planning Association (FPA)
Areas of expertise
Investment and Portfolio Construction
Retirement Planning and Pensions
Estate Planning
Asset Protection and Business Structures
Self Managed Superannuation Funds (SMSF)
Superannuation
Tax Effective Wealth Strategies
Wealth Creation
Small to Medium Enterprises (SME)
Strategic Financial Advice
Experience
- Over 30 years of experience in financial services
- Over 15 years of experience as a Senior Financial Planner
- 6 years Executive Management in a major financial institution
- 4 years Managing Partner in a national advisory firm
James Hand
07 3105 6525
Request a meetingFitzpatricks Private Wealth Partners
Level 23, 215 Adelaide St, Brisbane, QLD, 400007 3105 6525
