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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

  • 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

Asset Protection and Business Structures

Estate Planning

Retirement Planning and Pensions

Self Managed Superannuation Funds (SMSF)

Superannuation

Tax Effective Wealth Strategies

Wealth Creation

Small to Medium Enterprises (SME)

Debt Management

Investment and Portfolio Construction

Strategic Financial Advice

Centrelink Benefits

Key Person Insurance Strategies

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

Contact details

James Hand

07 3105 6579

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Level 23, 215 Adelaide St, Brisbane, QLD, 4000

07 3105 6525

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