Welcome to PATRON Financial Advice



James Kaloudis, Financial Adviser and authorised representative of PATRON Financial Advice

James Kaloudis, Financial Adviser

Contact

Email

james@patronfa.com.au

Phone

Office: 02 9635 3314
Mobile:  0409 622 447
Fax: 02 9891 1744

Office

3 Albion Street
HARRIS PARK
NSW 2150

Mail
PO Box 169
Parramatta
NSW 2124

 

About me

I have been in the Financial Services Industry for over 25 years. This has involved roles in large Financial Services Companies in sales and product related roles. I have been providing direct advice to clients since 2001.

I have built my business through commitment and service and understanding my client’s financial affairs and needs and providing them with a direction in:

  • Wealth Creation
  • Wealth Protection
  • Wealth Preservation

Diploma of Financial Services (Financial Planning):

  • Introduction to the Financial Planning Industry
  • Risk Management and Investment Planning
  • Superannuation Legislation and Practice
  • Principles of Investment Planning

I am authorised to provide you with advice in the following areas:

  • Life Insurance Products: Term Life, Total & Permanent Disablement (TPD), Trauma, Income Protection & Business Expenses
  • Superannuation Products (Accumulation and Pension)
  • Retirement Savings Accounts
  • Basic Deposits and Payment Products
  • Managed Investment Schemes
  • Taxation Fundamentals

I have four business specialties;

  1. Helping families to protect their income and assets from the uncertainties created by the potential disablement or premature death of a family member.
  2. Helping young to middle age clients accumulate enough wealth to ensure a comfortable retirement and / or meet financial goals.
  3. Helping mature clients maximise their income in retirement as well as ensuring their affairs are arranged to allow the orderly succession of their assets to their estate.
  4. Helping business owners focus on earning revenue by helping with the administrative burden of superannuation, as well as ensuring the business is protected if key employees become disabled or die.

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