James has been a part of the Evans and Partners team since 2013. After gaining exposure to many facets of the firm, including a long-term role in Operations, he transitioned into Private Wealth Management in early 2018.

Through his role, he provides wealth advice to private clients, not-for-profit organisations and family offices across a range of asset classes, specialising in domestic and international equities. James works with clients to grow their wealth in a sustainable manner, ensuring each investment portfolio is tailored to meet their specific financial objectives.

He has a Bachelor of Commerce majoring in Finance and a Bachelor of Arts majoring in International Relations from Deakin University, along with obtaining his RG146 qualification from the Stockbrokers Association of Australia.

James completed the FASEA Financial Adviser Exam in December 2020.

Expertise
  • Advisers
  • Advice and Strategies for Family Offices
  • High-Net-Worth Investing
  • Personal Investment Advice