James Kaloudis

James Kaloudis

Parramatta NSW 2150, Australia
0296353314
Patron Financial Advice
www.financial-advice.com.au/jameskaloudis
    Member of Association of Financial Advisers Logo
    Background
    Summary

    James has been in the financial services industry for over 21years. This has involved roles in large financial services companies in product related roles. Since then, James has been providing direct Financial Advice to clients since 2001. I can advise on: - Personal Insurance - Superannuation including Self Managed Super Funds - Estate Planning - Personal Investments - Financial Planning

    Focus Areas
    • Income Protection
    • Life Insurance
    • Retirement Planning
    • Superannuation
    • Wealth Management
    Bio Alignments

    Not institutionally aligned

    Education

    DFP - Diploma of Financial Planning




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