James has been working in the industry since 2010 and in an advice capacity since 2013. James is passionate about the financial planning process and enjoys building trusting relationships with his clients and helping them navigate the complex world of wealth accumulation and retirement.
Outside of work James is an avid sportsman and an Officer in the Australian Army Reserves.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchRecent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 11
- First year providing advice 2014
- Years of experience 12
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Elston
Elston House, Level 5, 850 Ann StFortitude Valley, QLD 4006
Opening hours
- 8:30am – 5:00pm Monday – Friday
Licensed by
Elston
AFSL 325252