James graduated from the University of Wollongong with a Bachelor of Commerce majoring in Accountancy and Finance and has since complemented this with a Graduate Diploma of Financial Planning achieved through Kaplan Professional, as well as additional advice-specialty accreditation courses.
James is a motivated adviser driven to achieve the best possible results for his clients, optimising their financial positions to help them live their desired lifestyles at all stages of life.
James is a firm believer in establishing rapport with his clients from the outset, identifying what is important to them and tailoring recommendations to achieve their objectives in a clear manner. One of James’ biggest strengths is his ability to simplify complex and technical areas and communicate these concisely when working with clients.
Outside of the office James loves all things entertainment, be it sport, movies and music. He loves spending time following and watching sport with his friends and family.