James Marshall is a highly qualified Financial Planner and Executive Share Scheme (ESS) strategist who helps executives in mining and resources, health, biotech, pharmaceuticals, technology and construction to build wealth and protect their families throughout their careers in demanding industries.
His clients include executives from a wide range of disciples such as engineers (electrical, mechanical, maintenance), metallurgists, environmental scientists and specialists in occupational health and safety, that are either Australian based or expatriates.
James recognises that every client’s financial circumstance and life situation is different. He believes personalised service and a clear understanding of lifestyle goals is essential for matching needs with the most appropriate financial strategies and services for achieving the best possible outcomes.
He is a financial adviser specialising in advice for high earning executives, professionals, business owners and people with significant wealth and financial complexity.
James’ areas of expertise include advice and strategy for Executive Share Schemes (ESS), expatriate related issues, strategies to capture their wealth, investment strategies portfolio management, superannuation, estate planning, retirement planning and transition to retirement.
James also has special interest in personal risk and has played a lead role in a number of complex personal risk claims.
He understands the importance of establishing solid foundations for a strong financial plan, but perhaps more importantly, implementing ongoing regular progress reviews that track achievements against stated objectives and goals.
James, who is also an Associate of Resources Unearthed and a Co-founder and Director of Executive Strategies – businesses that are dedicated to helping executives, professionals and business owners to access the advice and support they need to achieve personal success – aims to ensure his clients feel a sense of financial comfort and security throughout their financial journey.
His firm commitment is to work with his clients to help them achieve their financial and lifestyle goals, to alleviate stress and create financial confidence when making significant life decisions.
James holds the highest designation in financial planning, CFP® (CERTIFIED FINANCIAL PLANNER®) from the Financial Planning Association of Australia. Recognised in 26 countries, the CFP® designation is the gold standard in financial planning. Becoming a CERTIFIED FINANCIAL PLANNER® professional demonstrates his commitment to upholding world class professional standards.
In 2021, James received the coveted ifa 2021 Holistic Adviser Award.
This national award recognises the inter-connectedness of advice and collaboration between a range of professional disciplines driven by the financial adviser. He was also recognised as a finalist in the Outstanding Client Outcome category.
Our clients fees are calculated from the services they require and the complexity of advice required to address their needs and goals. All fees are personalised for each client.
We use an independent group to benchmark our fees regularly, ensuring they remain appropriate for the type and complexity of advice.
James has always taken the time to understand our financial needs and goals. He then thinks through the best options for us and patiently explains the most appropriate investment strategies. He is quick to address any enquiries we have. James has provided us with high levels of comfort and confidence that we are on the best path to achieve increased, long-term, financial security.
I am happy with the service provided by James and the team. They have all of my needs covered and followed up.
James is a highly qualified and insightful financial adviser who explains complex financial concepts in terms non-financial people like us can understand. He is a pleasure to deal with, realistic and honest. Thanks to James' advice and guidance we are achieving our financial goals and feeling financial confident.
James is a really good adviser. He has outstanding skills and knowledge in financial planning. I am really impressed and happy with the advice and services that he provided. I certainly recommend James to my family, friends, and colleagues.
James provided an exceptional level of service that was prompt, professional and targeted to my specific needs. He displayed great enthusiasm and was a pleasure to deal with. Would highly recommend him.
- Adviser status Gold
- Number of reviews 7
- First year providing advice 2016
- Years of experience 7
- Master of Applied Finance
Stratus Financial Group Pty LtdLevel 3, 235 Edward Street
Brisbane, QLD 4000
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Fortnum Private Wealth Ltd