About Me

James has always been a numbers man. After he finished high school he seriously considered becoming an actuary, after some gentle coercion from the Stephan family hierarchy he decided to complete a Bachelor of Business (Fin plan) at RMIT University. James has a meticulous eye for financial strategy and takes the lead in managing the technical advice side at Stephan Independent Advisory Pty Ltd. James has spent time at various Melbourne Universities educating the next crop of financial planning professionals.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Investments
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 19 Years
  • Licensed By
    Licensed By Stephan Independent Advisory Pty Ltd
CERTIFIED FINANCIAL PLANNER®