Kearsten James
CFP®, LRS®, B.Com(FP&I)
Principal & Financial Adviser
Kearsten is the Principal and Financial Adviser at Addi House who understands the unique financial needs and challenges faced by successful professionals who are dedicated to their careers and families. With over 19 years of experience in the profession, Kearsten has helped countless individuals achieve financial independence and peace of mind.
Having served as a Director on the board of the Financial Advice Association of Australia (FAAA) from 2019-2023, Kearsten is committed to upholding the highest standards of professionalism and ethics in the financial planning profession. She understands that successful professionals often have complex financial situations, and creates tailored financial strategies that align with her clients' unique goals and values.
Kearsten's passion is to simplify the complex financial world and provide her clients with the clarity they need to make informed decisions about their financial future. She is dedicated to empowering successful professionals to make the right financial decisions for themselves and their families, whether they are planning for retirement, managing their investments, or navigating complex financial situations.
Kearsten holds a Bachelor of Commerce in Financial Planning and Investments, with multiple specialisations in Life Insurance and Aged Care. She is a Certified Financial Planner®, entirely independent and a rare find in the industry, acting with an incredibly high level of integrity and absolute independence at all times. Kearsten is regularly invited to comment on the future direction of the financial planning profession and has been recognised by her peers through a number of accolades and industry awards.
Cynthia Sercombe
CFP®, B.Com (Acct & FP)
Financial Adviser
Cynthia is a Certified Financial Planner® at Addi House with over 15 years of experience in the financial planning profession. Cynthia has developed a strong technical knowledge-base through her extensive work in strategy development, research, and analysis.
Cynthia is passionate about helping her clients achieve their financial goals and has received awards and accolades recognising her financial planning skills and expertise. She takes a client-centric approach to financial planning, tailoring each strategy to meet the unique needs and objectives of her clients.
Cynthia holds a Bachelor of Commerce in Financial Planning and Accounting. She is dedicated to staying up-to-date with the latest developments in the financial planning profession and has an impressive list of qualifications and accreditations including being a Certified Financial Planner®, and an Accredited Aged Care Professional™. Cynthia is committed to providing her clients with the highest level of service, ensuring that they have the knowledge and resources they need to make informed decisions about their financial future.
Through her extensive experience and technical expertise, Cynthia can help her clients navigate complex financial situations and make informed decisions about their financial future. She is dedicated to providing the highest level of service with integrity and independence, acting in her clients' best interests at all times.
Derek James
Operations Officer
Derek is the Operations Officer at Addi House, responsible for overseeing the day-to-day administrative and operational functions of the business. With a wealth of experience in operations management, Derek ensures that Addi House runs smoothly and efficiently.
Derek is passionate about ensuring that Addi House maintains its reputation as a leading financial advisory firm. His attention to detail and ability to manage complex systems and processes enable the rest of the team to focus on delivering the best possible outcomes for clients.
Derek is dedicated to continuously improving Addi House's operations, and works closely with the rest of the team to implement new technologies and streamline processes. His commitment to excellence and his deep understanding of the business make him an invaluable member of the Addi House team.
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