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James Kennedy

Forbes Fava Financial Planning

Gold
12 Yrs Experience
Grovedale, VIC 3216

I hold a bachelor's degree and am a Certified Financial Planner CFP®. This means I am a qualified and experienced financial planner who can provide you with advice that can help you change the direction of your life.

I enable everyday Australians to pay off their debts sooner, fund their retirement plans and insure what's most important to them.

We start with an understanding of what motivates you and the hopes you have for the future.

Then we can work with you to set you on a path for ongoing success, there are no quick fixes!

I am focused on building a sustainable and comprehensive service for my clients to give them the ongoing advice they can trust.

If you would like to set yourself on a path of financial success, please don't let this opportunity pass.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At Forbes Financial Planning we are very transparent with our fee structure. Please feel free to contact me to understand how we charge for our professional advice.

At a glance

  • Adviser status Gold
  • First year providing advice 2012
  • Years of experience 12
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Forbes Fava Financial Planning

126 Torquay Road
Grovedale, VIC 3216

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Forbes Afsl Pty Ltd

AFSL 509011