SPECIALISATION
Cash
Flow
Management
Flow
Management
Investment
Advice
Advice
Retirement
Planning
Planning
Super
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
SPECIALISATION
Cash
Flow
Management
Flow
Management
Investment
Advice
Advice
Retirement
Planning
Planning
Super
Latest
Insights
Financial Markets Update: March
Tariffs spark major market sell-off, echoing 1987, 2008 and 2020 crashes. Uncertainty remains, but portfolio strategies focus on risk and opportunity.
READ MORE...
How Tariffs Ripple Into Aussie Households
Discover how recent U.S. tariffs are influencing Australian households, from rising consumer prices to shifts in global trade dynamics, and learn strategies to navigate these economic changes
READ MORE...
2025 Federal Budget Commentary
We’ve prepared a short summary so you can quickly catch up on the key changes around personal income tax, super, and other measures. It also has some commentary from our experts for you to pass off as your own when chatting to family, friends or colleagues.
READ MORE...