James Bucknell
Senior Financial Adviser
James has been a financial adviser since 2006 and is highly motivated by helping people navigate the complexities and strategic choices to empower his clients to make informed decisions to better their financial future.
James takes time to fully understand his clients’ situation, cashflow and overall objectives. James’ accounting, business background and broad financial experience and knowledge enable, due consideration of the right structure, tax and cashflow implications of the different strategic options to then determine the optimal solution to achieving clients’ objectives.
James is well qualified, including: Certified Financial Planning (CFP), Advanced Diploma in Financial Planning, member of the Financial Advice Association of Australia (FAA) and Bachelor of Business majoring in Accounting. James has also had experience in running his own businesses.
James and his family live locally and loves being connected within the Manly community. He is an active surfer, Shelly to Manly beach swimmers, cyclist, mtorcyclist, and snow skier.
Contact Details
- + (02) 8028 2600
- Level 2, 2-12 Pittwater Road, Manly
- Level 5, 376 Bay Street, Brighton-Le-Sands
