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James is a Partner of Core Wealth Financial Planning and a Certified Financial Planner (CFP®). He holds a Masters in Financial Planning and specialises in formulating holistic and multifaceted financial advice strategies that encompass all areas of wealth accumulation and protection.

CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 10 Years
  • Licensed By
    Licensed By Core Wealth Group Pty Ltd
CERTIFIED FINANCIAL PLANNER®

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  • CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP flame logo are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Advice Association of Australia Limited (FAAA) is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.

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