James Bucknell Email

Senior Financial Advisor @ Condell Financial

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James Bucknell's Location

Sydney, NSW, AU

James Bucknell's Work

Senior Financial Advisor @ Condell Financial
Senior Financial Planner @ Investment Partners
Senior Financial Planner, Owner @ Fiducian Financial Services

Financial Advisor specialising in Retirement Planning @ Fiducian Financial Services
Financial Adviser @ Fiducian Financial Services
Business Owner Operator @ My Own Business - Travel & Accomodation Industry
Real Estate sale executive @ Ray White Neutral Bay
Accountant Cadetship @ Horwath & Horwath Chartered Accountants

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James Bucknell's Education

FPA - Financial Planning Association of Australia
CFP (CFP - Certified Financial Planner)
2012 - 2016
Kaplan Professional
Advanced Diploma in Financial Services (Financial Planning)
2005 - 2011
University of Sydney (Western Sydney)
Business (Accounting)
1986 - 1990

SHORE - SCEGS North Sydney
High School
1980 - 1985
Financial Planning Association of Australia
CFP - Certified Financial Planner (Financial Planning)
2018

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James Bucknell's Skills

Retirement Planning
Financial Advisory
Wealth

Superannuation
Investments
Estate Planning
Retirement
Financial Services
Key Person Insurance
Strategic Planning

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James Bucknell's Summary

James Bucknell, based in Sydney, NSW, AU, is currently a Senior Financial Advisor at Condell Financial, bringing experience from previous roles at Beresfords Wealth Management, Fiducian Financial Services - Bondi Junction and Fiducian Financial Services Bondi Junction. James Bucknell holds a 2012 - 2016 CFP in CFP - Certified Financial Planner @ FPA - Financial Planning Association of Australia. With a robust skill set that includes Retirement Planning, Financial Advisory, Wealth, Superannuation, Investments and more, James Bucknell contributes valuable insights to the industry. James Bucknell has 1 email on RocketReach.