About Me

James believes the only way to provide the right solution is to fully understand the clients’ requirements and financial goals. A complete review of your financial situation, needs and objectives will ensure effective outcomes that encompass and consider wealth creation, investment and retirement planning, superannuation, insurances, Centrelink benefits and estate planning. James undertakes regular ongoing training to ensure his knowledge and skills are kept up to date. James also holds a Bachelor of Business degree majoring in Accounting. He has extensive expertise operating as a Financial Planner since 2006 as well as working in accountancy, real estate, property development and running his own small business. When not engaged in financial planning James enjoys surfing, skiing, cycling and spending time with his wife, two daughters and broader family.
James is an expert financial planner focused on developing strategies to achieve his clients goals.
James specializes in investment structures, SMSFs, Personal & Business Insurance.