About Me

Jim is a financial markets professional with more than 30 years of experience in roles including strategic financial planning, trading, back office operations, compliance and management. Jim is a Certified Financial Planner CFP®, member of the Financial Planning Association of Australia, an accredited Life Risk Specialist LRS®, and an Accredited Estate Planning Strategist AEPS®.Jim is passionate about helping people to achieve their lifestyle goals and life ambitions. Modern living distracts people from what is really important to them, and robs them of the time needed to make increasingly complex financial decisions. Jim works with clients to build the financial resources they need to achieve a better balance between what they have to do and what they would prefer to do. In 2014 Jim was the State Winner of the Certified Financial Planner Professional Best Practice Award, which recognises superior outcomes for clients when professional financial planning expertise is provided in line with the FPA Code of Professional Practice and Code of Ethics.Jim is married with three children and away from work enjoys rugby, golf and yoga.