BComm, CFP
Senior Financial Adviser
Department: Financial Planning
James has a strong background in advice having started his career in 2007. James has worked within the boutique space for most of that time, helping people understand and manage their finances and what’s really important.
He is a Certified Financial Planner member of the Financial Planning Association, and holds a Bachelor of Commerce, majoring in Financial Planning.
James helps people develop and manage their financial affairs and sets them on the path for financial success.