About Me

With more than 18 years experience in the Banking and Finance sector, James currently provides advice to a diverse client base assisting in areas such as wealth creation, tax minimisation, pre-retirement and retirement planning, estate planning and risk protection. James holds a Bachelor of Commerce Degree in Financial Planning and Investments and is a Certified Financial Planner™. James is a practitioner member of the Financial Planning Association (FPA) and the former Deputy Chair and Treasurer of the Brisbane Chapter of the FPA (2010 – 2012).James is the first Financial Planner in Australia to win three prestigious awards in the same year including: • 2013 FPA Best Practice Award – National Winner, CERTIFIED FINANCIAL PLANNER® Professional category• 2013 PlanPlus Global Financial Planning Award – Winner, Asia Region• 2013 Money Management Financial Planner of the YearJames has also previously been awarded the QLD winner in 2011 and 2012 for the Financial Planning Association Best Practice Awards (Certified Financial Planner category) and was recognised as one of the Top 50 advisers in Australia in 2012 by Wealth Professional magazine.James is well regarded for his uncompromising “client first” approach and has been a key-note speaker for the Griffith University Professional Degree in Financial Planning, the Sunsuper Adviser Professional Development program and the Financial Planning Associations National Congress and Young Professionals events.