James has been in Financial Services for 23 years with 16 years as an advisor in Westpac engaging with clients across Commercial Banking, Agri Business and Private Bank. James takes pride and care in understanding his client’s unique situations to help them navigate the complexities of building a secure future for their family in both personal and business situations.
An experienced professional with specialties in Wealth Protection, Investment Planning, Retirement Planning, Self-Managed Superannuation, Estate Planning and Business Succession Planning. Formal qualifications include a Bachelor of Business majoring in Accounting, Diploma of Financial Planning, as well as qualifications in Self-Managed Super funds, Margin lending and Advanced Derivatives Accreditation level 1.
Bachelor of Business
Diploma of Financial Planning
Financial Advice Association Australia (FAAA)