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Bell Partners Sydney wealth overview
Wealth Overview

Bell Partners provides tailored wealth management solutions, including investment strategies, retirement planning, and asset protection, ensuring long-term financial growth and security for you and your family.

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Solutions
Asset Portfolio Management

Optimise and grow your wealth with tailored asset portfolio management strategies designed for long-term financial success.

Property Investment

Build wealth through strategic property investment, leveraging expert advice to maximise returns and minimise risks.

Self-Managed Super Fund (SMSF)

Take control of your retirement savings with an SMSF, tailored for greater investment flexibility and tax benefits.

Retirement Planning

Secure your future with a personalised retirement plan, ensuring financial stability and peace of mind.

Aged Care and Estate Planning

Navigate aged care and estate planning with expert guidance to protect assets and secure your family’s future.

Inheritance Planning

Ensure your wealth is passed on smoothly with strategic inheritance planning and tax-efficient wealth transfer solutions.

Debt Reduction

Reduce financial stress with tailored debt reduction strategies that improve cash flow and long-term stability.

Accounting Overview
Bell Partners offers comprehensive accounting solutions designed to meet the needs of individuals and businesses.
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Solutions
Financial and Compliance

Comprehensive financial and compliance services to ensure business success.

Tax & Compliance
Expert tax and compliance solutions to minimise risks and ensure accuracy
Advisory & Consulting
Strategic advisory and consulting to drive informed business decisions.
Self-Managed Super Fund
Expert guidance for managing and growing your Self-Managed Super Fund.
Auditing and Assurance
Trusted auditing and assurance services for accuracy and compliance.
Outsourcing & Support
Efficient outsourcing and support services to streamline your business operations.
Tax Advisory & Consulting
helping businesses optimise tax outcomes and navigate complex financial landscapes.
Wealth Overview
Empower Your Finances with Personalised Planning Bell Partners believe that financial success is within everyone’s reach, and our tailored planning services are designed to help you achieve it.
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Solutions
Strategic Advice and Structuring
Bell Partners provides tailored strategies for complex financial decision-making
Wealth Creation and Management
Personalised Investment Strategy, Cash Flow and Debt Management and more.
Business Planning
Transitioning business wealth, structuring buy/sell agreements, and maximising value in a business sale.
Wealth Protection
Tailored insurance solutions, risk assessments, income protection, business coverage, and claims support.
Philanthropy and Charitable Giving
Advice and tax-efficient donation strategies to help you achieve your charitable goals while maximizing tax benefits.
Superannuation and SMSF
Advice on choosing between retail super funds and SMSFs, helping you select the best option for your retirement needs.
Retirement Planning
A comprehensive approach to retirement planning, ensuring you can achieve the lifestyle you desire.
Finance Lending Overview
Our expert team is dedicated to providing personalised strategies and insightful guidance tailored to your unique needs.
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Solutions
Residential Home Loans
Our Residential Home Loans are designed to help you achieve your dream of homeownership with ease and confidence.
Commercial Property Loans
Our Commercial Property Loans provide the financing you need to invest in commercial and industrial properties.
Business Finance
Loans for business, vehicle, and equipment needs.
Equipment Finance
Flexible equipment finance solutions for your needs.
Development Finance
Financing development projects up to $200M.
Re-financing
Options to refinance existing loans.
SMSF Property Loans
Loans for self-managed super fund property investments.
Private Funding
exclusive private funding lines which offers financial flexibility.
Cash Flow Financing
invoice financing, factoring, and debtor finance.
Tax Debt
We work to reduce penalties and interest, creating tailored solutions to fit your financial situation.
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Bell Partners Sydney logo white
Bell Partners Sydney James Packman

James Packman

Senior Advisor

Authorised Representative Number 001004790

Bachelor of Commerce (Economics)

Diploma of Financial Planning

Advanced Diploma of Financial Services (Financial Planning)

Margin Lending & Geared Investments

Self-Managed Superannuation Funds

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Bell Partners Sydney James Packman

James Packman

Senior Advisor

Authorised Representative Number 001004790

Bachelor of Commerce (Economics)

Diploma of Financial Planning

Advanced Diploma of Financial Services (Financial Planning)

Margin Lending & Geared Investments

Self-Managed Superannuation Funds

LinkedIn
Send Message

Meet James

As a Financial Adviser, James is passionate about helping his clients achieve their financial objectives and lifestyle goals. James specialises in providing high quality, unbiased financial advice, across a wide range of areas; including retirement planning, superannuation, wealth creation management and protection.

During James’s 15 years’ experience in the financial services industry, he has held a range of senior positions in the investment, superannuation and banking sectors.

James believes in, ‘providing his clients with the highest quality advice experience that makes complex financial matters and solutions simple and easy to understand.
Understanding your options and making sound financial decisions will give you comfort and peace of mind to enjoy what life brings’.

Outside of work James enjoys spending time with his wife and 3 children, being active and playing golf.

James is a member of the Financial Advice Association of Australia (FAAA).

Authorisations

James is authorised to provide the following Financial Services on behalf of the licensee:
  • Deposit and Payment Products – Non-basic Deposit Products
  • Government Debentures, Stocks and Bonds
  • Investment Life Insurance Products
  • Life Risk Insurance Products
  • Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation – including Self-Managed Superannuation Funds
  • Standard Margin Lending Facilities

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Our Expertise
Our team of financial professionals are ready to assist you with tailored solutions.


Bell Partners provides personalised accounting solutions tailored to meet the unique needs of each client. With expertise in accounting, consulting, and financial planning, Bell Partners delivers insights and strategies that empower businesses to thrive and individuals to secure their financial future.

Bell Partners offers tailored plans to achieve financial success, designed to guide businesses and individuals toward their financial goals. With a customised approach, Bell Partners combines strategic insights and expert advice to build strong financial foundations and unlock growth potential.
Bell Partners specialises in planning your wealth and portfolios, offering expert guidance to grow and protect your assets. Through tailored strategies and comprehensive financial insights, Bell Partners helps clients navigate their financial journey with confidence and clarity.
Bell Partners Sydney James Packman

James Packman

Senior Advisor

As a Financial Adviser, James is passionate about helping his clients achieve their financial objectives and lifestyle goals. James specialises in providing high quality, unbiased financial advice, across a wide range of areas; including retirement planning, superannuation, wealth creation management and protection.

During James’s 15 years’ experience in the financial services industry, he has held a range of senior positions in the investment, superannuation and banking sectors.

James believes in, ‘providing his clients with the highest quality advice experience that makes complex financial matters and solutions simple and easy to understand.
Understanding your options and making sound financial decisions will give you comfort and peace of mind to enjoy what life brings’.

Outside of work James enjoys spending time with his wife and 3 children, being active and playing golf.

James is a member of the Financial Advice Association of Australia (FAAA).

Education

Bachelor of Commerce (Economics)

Authorisations

James is authorised to provide the following Financial Services on behalf of the licensee:

  • Deposit and Payment Products – Non-basic Deposit Products
  • Government Debentures, Stocks and Bonds
  • Investment Life Insurance Products
  • Life Risk Insurance Products
  • Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation – including Self-Managed Superannuation Funds
  • Standard Margin Lending Facilities