James Bailey
Executive Director, Senior Investment AdviserJames is an Executive Director and Senior Investment Adviser at Evans & Partners, having joined the firm in 2020 from within the E&P Financial Group. With over two decades of experience in the financial services industry, he co-manages the Canberra office and leads efforts in recruitment, mentoring, business development, and community involvement.
James excels in designing and managing specialised, goal-oriented portfolios for a diverse range of clients, including high-net-worth individuals, self-managed super funds, and family groups. He takes pride in providing comprehensive and thoughtful advice to help clients achieve their specific financial objectives.
Utilising the extensive resources of the E&P Financial Group, James employs a variety of carefully selected and well-researched investment vehicles, such as direct equities, managed funds, exchange-traded funds, and separately managed accounts, to achieve optimal results for his clients. He also recognises the importance of sustainable and alternative investments in positioning his clients’ wealth to capitalise on contemporary financial trends.
James holds a Bachelor of Commerce, a Graduate Diploma in Applied Finance and Investment, and a Graduate Certificate in Financial Planning. He successfully completed the FASEA Financial Adviser Exam in 2020.