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
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 25 Years
  • Licensed By
    Licensed By Consultum Financial Advisers Pty Ltd
CERTIFIED FINANCIAL PLANNER®