James has extensive experience in wealth management and strategic financial planning, delivering advice on a wide range of areas. James genuinely enjoys the relationships he creates with clients; he believes a financial advice relationship is meant to be for the long haul and personal.
This passion for providing solutions for his clients was developed during his university education at Griffith University, where he completed a Bachelor’s degree in Commerce (BCom), Majoring in Accounting and Finance. Additionally, he has a Diploma in Financial Planning and an Advanced Diploma in Financial Planning.
At Malhi Private Wealth, James is a Managing Director and Principal Adviser where he upholds his fiduciary duty and incorporates his knowledge to deliver financial advice to high-net-worth individuals, families, trusts and companies.
His success has been built on deep relationships with his clients, careful investigation of each client’s goals and his extensive professional network, which enable him to access the latest ideas and recommend bespoke financial plans. James prides himself on his ability to form close and long-lasting partnerships with clients, to whom he offers the complete spectrum of financial strategies tailored to build and preserve wealth.
Prior to the launch of Malhi Private Wealth, James worked at Shaw and Partners and Westpac/BT Financial Group from 2013 to 2020, where he won numerous awards for his commitment to his clients.
Having worked at large financial institutions prior to the launch of Malhi Private Wealth, James has established strong and long-lasting relationships with a select group of private clients and trusts. His advice is personalised and backed by responsible decision-making and careful analysis. James is attentive to individuals’ needs, no matter how simple or complex.
James can assist with:
- Australian companies (ASX Top 200)
- Asset allocation and risk management
- Investments products (Exchange-Traded Funds, Active and Index Funds etc)
- Dividend franking strategies to yield income to supplement capital growth
- Retirement planning and superannuation advice
- Risk and debt management
- Estate planning considerations
- Bachelor of Commerce (Bcom), Major Accounting and Finance
- Advanced Diploma in Financial Planning and Services
- ASIC Accredited in Margin Lending & Geared Investments
- ASIC Accreditation for Self-Managed Super Funds
- Completed the Financial Adviser Standards and Ethics Authority Exam
- FASEA approved Ethics and Professionalism in Financial Advice
I have been working with James for some years now, he has also overseen changes in my wife's super and insurance cover. I have found James to have a very solid knowledge base and he has always provided significant reasoning behind any of his plans that he has promoted to me at the time. Together we have been able to put in place a very good plan to grow the investments over time and to date it is all working very well. James is easy to deal with and also is happy to consider and provide counter arguments including risks, pros and cons to any suggestions or plans you suggest, I feel that we have a very similar investment view and because of this our dynamic works well. I would certainly suggest James to friends and family for management of their super and investments and actually have already.
I have only known James for a short time I find his advice very professional and I am very pleased for what he has done for us to lead us into retirement. With James I find our future is in good hands.
We found James to be very knowledgeable, confident in his expertise and experience, prompt in activating the agreed plan and extremely helpful with all queries. We would highly recommend James for strategic superannuation advice for retirement planning.
James was recommended to me when I was looking for someone thorough following a very generic super review was provided with very unrealistic outcomes suggested. James has carefully reviewed my options for both superannuation and insurance and provided a realistic and well thought out approach. He has been fantastic about explaining my options as well as the whys behind them.
James currently provides my wife and I with advice in areas including Superannuation and Transition to Retirement. He is approachable and carefully explains reasons behind proposed actions. His confidence is infectious and is backed up with appropriate knowledge and strategies. He is usually available to discuss details when needed and I feel confident that the advice given is right for our needs.
- Adviser status Gold
- Number of reviews 15
- First year providing advice 2014
- Years of experience 9
- Bachelor of Commerce (Accounting and Finance)
Provident AdvisoryLevel 18 (Suite 2), 307 Queen St
Brisbane, QLD 4000
- In person
- Video call