SPECIALISATION
Family
Office
Office
Insurance
Investment
Advice
Advice
Retirement
Planning
Planning
SMSF
Tax
Planning
Planning
James
Williams
Senior Financial Advisor
Melbourne
Victoria
IN THEIR OWN WORDS
James Williams is a financial advisor with over 15 years of experience and specialises in retirement planning, investment advice. A Certified Financial Planner and member of the Financial Advisers Association Australia. James is a caring and dedicated financial advisor committed to helping his clients achieve their financial goals by understanding what matters most to them. He takes a holistic approach to financial advice and works closely with his clients to develop a financial plan tailored to their needs. James also takes great in being able to work with and support his clients throughout their financial journey.
Qualifications and Memberships
- Bachelor of Economics
- Graduate Diploma of Financial Planning
- Postgraduate Diploma in Business (Economic and Finance)
- Certified Financial Planner
- Member of the Financial Advice Association Australia
SPECIALISATION
Family
Office
Office
Insurance
Investment
Advice
Advice
Retirement
Planning
Planning
SMSF
Tax
Planning
Planning
Melbourne
TEAM
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...