Ryan James

Wealth Architects Pty Ltd

Silver
3 Yrs Experience
Brunswick, VIC 3056

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.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 15
  • Years of experience 3
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Wealth Architects Pty Ltd

Suite 4, 35 Hope St
Brunswick, VIC 3056

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Insight Investment Services Pty Ltd

AFSL 309996