James Bolingbroke
- Position :
Practice Principal / Authorised Representative
- Email :
- Phone :
- Fax :
- ASIC No.
1270138
About
James is a partner of Merlea Adelaide, having first joined the practice in 2010. He is a Financial Adviser dedicated to helping our clients manage their investments and reach their financial goals through strategy and planning.
James believes that the biggest benefit of seeking advice from a qualified professional is the confidence that you’re taking all the right steps to secure your financial future. He is motivated by our client’s success and enjoys building long-term relationships based on mutual respect and trust. James is welcoming and approachable, helping our clients to identify and address their most important financial concerns, even if they’ve never worked with a Financial Adviser before.
Services
James specialises in providing advice in the following areas:
- Personal Investments
- Direct Shares & Exchange Traded Funds (ETF’s)
- Superannuation including Self Managed Super Funds (SMSF’s)
James also provides services in the following areas:
- Insurance
- Centrelink & Aged Care
- Investment Bonds
He has a personal interest in:
- First time investors
- Investing on behalf of children
Feel free to get in contact for more information.
Qualification
James is a Certified Financial Planner®, holds a Bachelor of Applied Finance and an Advanced Diploma in Financial Planning.