James has worked in the financial services industry since 2012, assisting and advising clients on portfolio construction.

With a strong belief that trust is central to having a successful advisory relationship, James endeavours to make every client relationship long-lasting. This means delivering an exceptional level of service and providing valuable, high quality personalised advice. He seeks to deliver a behavioural and analytical advantage to his clients when navigating investment markets and managing their wealth.

James holds an MBA from the Melbourne Business School, alongside a Bachelor of Business with a major in Banking and Finance. He has also completed a Graduate Diploma of Financial Planning and is RG146 qualified.

James completed the FASEA Financial Adviser Exam in August 2020.

Expertise
  • Advisers
  • High-Net-Worth Investing
  • Personal Investment Advice
  • Superannuation and Retirement Strategies