James provides our prospective and existing clients with the benefit of his 15 plus years’ experience as a local Financial Adviser and is a firm believer in the capacity for financial advice to change lives for the better, taking great satisfaction in helping clients live their best lives.
He works closely with each client to understand what’s important to them and is passionate about helping them make smarter choices with their money. James has helped clients across a broad range of life stages, especially pre-retirees, retirees, and business owners.
For the latest strategies on maximising wealth whilst being tax efficient, James has it covered. He also has in-depth knowledge of the aged care advice and can explain complex concepts in an easy-to-understand way.
James has a young family and enjoys the outdoors, camping and all things family orientated. More formally, he has a commerce degree in economics from the University of Wollongong and is qualified in financial planning to the highest attainable level.