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
Contact Details
James Liew
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Level 2 / 11 Mounts Bay Road, Perth WA 6000

(08) 9481 5998

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