About Me

James is a Certified Financial Planner (CFP), member of the FPA's CFP Board Certification Committee and regular financial writer in The Australian newspaper.James has extensive experience in the areas of wealth accumulation strategies, tax planning, retirement planning, expatriate advice, risk protection, estate planning, direct equities and gearing strategies.James’s business philosophy is simple:- Provide clear, tax effective, strategic investment advice;- Empower his clients to take continual action towards achieving their financial and lifestyle goals;- Maintain regular client communication with a high level of service.Awards:2010 - Top 50 Financial Planner in Australia: Australian Financial Review Smart Investor Masterclass2009 - National Finalist: Financial Planning Association Value of Advice AwardAcademic and Professional Qualifications:- Doctor of Business Administration (Anticipated finish 2014 - Deakin University)- Master of Business Administration (Deakin University)- Certified Financial Planner (Financial Planning Association of Australia)- Bachelor of Applied Finance (Macquarie University)- Advanced Diploma of Financial Services - Financial Planning (Tribeca Education)- Diploma of Financial Services - Financial Planning (Deakin University and FPA)No cost 1st Appointment:Please contact James to arrange an initial 1 hour consultation at our CBD practice to discuss your current situation and the potential positive outcomes from our holistic Financial Planning process.