Kearsten James Cfp® Email & Phone Number

🌟With 19-years in the financial planning profession, I have developed the knowledge and experience to bring purpose, direction and order to the finances of clients with complex needs. My passion is deeply rooted in a commitment to providing highly tailored advice that goes beyond numbers. I am dedicated to understanding the unique values of each individual, supporting them in crafting a financial strategy that empowers them to live the life of their choosing.💼 We are independent financial advisers. We are not aligned with any products or institutions. We operate on a purely fee for service basis, providing peace of mind knowing we are putting your interests first. 🏡 Specializing in supporting time-poor professionals and business owners, we navigate the complexities of financial planning, ensuring a secure future for them and their families. Our clients are ambitious, driven and willing to learn. 🔄 Beyond traditional advising, we take on the role of project managers in our clients' financial lives, collaborating with other professionals to provide a comprehensive and cohesive financial strategy. 🏆 I have achieved a number of accolades, including:• Finalist – FPA CFP® Professional of the Year Award 2019• Finalist – AFA Excellence in Education Award 2019• Winner – FPA Paraplanner of the Year 2018• Winner – Money Management Paraplanner of the Year 2016• FS Power50 (top 50 most influential advisers in Australia) 2022🤝 In my dedication to the financial planning profession, I've served as a director on the board of the Financial Advice Association Australia (FAAA) for three years. Additionally, I've had the privilege of sharing my insights with the next generation through speaking, teaching, and lecturing at universities.📚 Before diving into financial planning, my academic journey was geared toward becoming a high school teacher. While my path shifted, my dedication to education remains. I believe in empowering clients with knowledge, fostering informed decisions. Eager to transform your financial narrative into a success story? Let's connect and explore the possibilities! 🚀Disclaimer:Kearsten James and the trustee for the Addi Family Trust trading as Addi House (ABN 33 778 856 683) are Authorised Representatives of Addi Financial Services Pty Ltd (AFSL 529764). This account includes general advice which does not consider your particular circumstances. You should seek advice from Addi House who can consider if the strategies and products are right for you.

Listed skills include Financial Planning, Risk Management, Investments, Estate Planning, and 8 others.

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  Griffith University

  Financial Planning And Investments