About Me

James is a Senior Financial Planner and Principal Director of Seed Wealth Australia. James has been a qualified Financial Planner since 2007 working with one of Australia’s leading financial institutions as a Senior Planner based in Townsville and providing service Australia wide including remote and rural areas. James has comprehensive experience in providing financial advice to clients, and prides himself on providing a high level of professionalism and personal service.

James has always been passionate about finance and financial planning first working in the insurance industry in 1990 before moving on to manage operations with a multinational North Queensland based operation. He completed further studies and has since been employed as a qualified financial planner and assisted clients with meeting their financial and lifestyle goals leading up to retirement and beyond, as well as wealth accumulation and wealth protection. James is also qualified in various specialist areas of financial advice.

James is passionate about ensuring that clients are able to meet their goals and objectives not only at the present but in the long term. His high level technical skill garnered through a combination of education and experience, coupled with his personal service ensures that he is able to communicate complex levels of advice in a simple and understandable manner. He prides himself on maintaining long term relationships with clients based on both his commitment to integrity and keeping client’s best interests at the forefront of what he does.

When not working, James enjoys spending time with his wife and young family and maintaining a level of personal fitness.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 17 Years
  • Licensed By
    Licensed By Seed Wealth Australia Financial Services Pty Ltd