Ryan James
Financial Adviser
Ryan is a proficient Financial Advisor that is passionate about building and maintaining successful long-term relationships with clients and assisting them in achieving their financial goals. Ryan’s career in financial services commenced in 2019 when he was employed by a leading Australian financial institution. Prior to this, Ryan was a small business owner. Ryan values holistic advice and employs a measured approach to individual circumstances.
Ryan commenced his tertiary studies with a Bachelor of Commerce (Finance) followed by a Graduate Diploma in Financial Planning. Further, Ryan has completed a specialised accreditation in Self-Managed Super Funds. Ryan is FASEA compliant and is committed to ethical practice. Through his excellent communication skills and meticulous approach, Ryan assists clients by formulating a tailored and strategic plan to achieve their financial goals.
Outside of work, Ryan likes to keep active and has a keen interest in following AFL. He also loves to travel and spend time with family and friends.
GDipFP BCom
E: ryan.james@wealtharchitects.com.au
M: 0407 702 225
Locations:
Wealth Architects Melbourne
Suite 4, 35 Hope Street,
Brunswick, VIC 3056
My Advice Specialties
Tax Minimisation
Wealth Maximisation
Investment
Aged Care
Retirement
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