James Kaloudis

Financial Adviser

PARRAMATTA, NSW

Contact


Patron Financial Advice
Parramatta NSW 2150,
Australia

  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 Alignment

Non institutionally aligned


  Education

DFP - Diploma of Financial Planning