James has more than 10 years of investment experience in wealth management having worked with both retail and wholesale clients. James has a strong focus on communication and prides himself on being able to articulately explain different investment concepts to clients with a wide range of investment knowledge. Whilst specialising in managing wealth within self-managed super funds, James also manages family trusts, company accounts and personal wealth for a number of his clients.

Expertise
  • Advisers
  • High-Net-Worth Investing
  • Personal Investment Advice