SPECIALISATION
James
Clark
Senior Financial Planner
Canberra
Australian Capital Territory
IN THEIR OWN WORDS
James Clark is a Senior Financial Advisor who has been in the financial services industry for over 25 years, nearly 20 of those as a financial advisor. James is passionate about educating and informing clients in a way they understand and appreciate so they may make decisions to achieve both their lifestyle and financial goals. James also has a great interest in ensuring his clients estate planning is in order so that partners and the next generation are looked after.
Qualifications and Memberships
- Graduate Diploma of Applied Finance
- Graduate Diploma of Financial Planning
- Member of the Financial Advice Association Australia
Ground Floor 73 Northbourne Canberra ACT 2600
Phone:
1300 84 74 34
SPECIALISATION
Cash
Flow
Management
Flow
Management
Investment
Advice
Advice
Retirement
Planning
Planning
Super
Latest
Insights
Building a Long-Term Investment Portfolio in Australia
Building a long-term investment portfolio isn't about picking the right share or timing the market. It's about choosing a mix of investments that matches your goals and giving it time to work. Here's how that actually comes together, and what's changed for investors in 2026.
READ MORE...
Superannuation contribution strategies for high earners in Australia
If you're in Australia's top tax bracket and earning above $190,000 there are superannuation contribution strategies worth understanding before 30 June. Jeff Hanna walks through the key options.
READ MORE...
Federal Budget 2026/27 – Coalescing the Constituent Base
Infinity Capital Solutions CIO Piers Bolger unpacks a busy budget…
The Federal Government handed down its 2026/27
READ MORE...