James Harris CFP®
Brown and Bird Financial Planning
07 4968...
www.brownbird.com.au/financial-planning-info.html
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About Me
James is a Principal Adviser in the financial planning team at Brown & Bird. He joined the firm in September 1998 as a Financial Planner and an Authorised Representative for Lonsdale Financial Group Limited. James is a Certified Financial Planner and holds a Diploma in Financial Planning with the Financial Planning Association. James graduated with a Bachelor of Business (Accounting) degree from the Central Queensland University in Rockhampton in 1993. James is a Certified Practicing Accountant (CPA) and has also completed the Financial Planning Specialist Designation with the CPA’s.
Areas of Focus
- Aged care
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 25 Years
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Licensed By Consultum Financial Advisers Pty Ltd