James has been working in the financial services sector since 1996. He began his career at a financial planning firm, where he witnessed firsthand the significant value that financial advice can bring to individuals and families in achieving their financial goals and lifestyle objectives.
In 2001, James established his own financial planning firm, cultivating valued, long-term relationships with clients and helping them achieve what matters most to them through proficient strategy and structure. He has dedicated considerable time to researching and understanding investment markets, a quality that adds value to his advice and brings peace of mind to his clients.
An avid cyclist, James enjoys challenging himself in enduro events and riding iconic mountains both in Australia and abroad. He credits cycling with teaching him that no challenge is insurmountable and that amazing things can be achieved with focus and determination.
Your adviser is based at our Sutherland office
