James has been working in the financial services sector since 1996. He began his career as a team member at a successful financial planning firm where he witnessed the significant value financial advice can bring individuals and families to achieve their financial goals and lifestyle objectives.
James established his own financial planning firm in 2001, cultivating valued, long-term relationships with clients whilst helping them achieve what is most important to them in life through proficient strategy and effective structure. James has spent considerable time researching, learning and understanding investment markets, a quality that brings value and insight to his advice and peace of mind to clients.
An avid cyclist, James enjoys challenging himself in enduro events as well as riding iconic mountains both in Australia and abroad. He credits cycling with teaching him that no challenge is insurmountable and that amazing things can be achieved if you are focused on the goal.
James holds an Advanced Diploma in Financial Planning, Advanced Diploma of Accounting (AdvDip Accounting), is a Certified Financial Planner (CFP)® and is a long term member of the Self Managed Super Fund Association.
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