James has been advising clients for several years and became a financial adviser to make a difference through helping people to gain clarity and control over their finances to assist them in achieving their goals and objectives. Prior to becoming a financial adviser, James's experience included working as a mechanical engineer as well as a project manager in the marine space.
James holds a Masters in Financial Planning as well as a Bachelors of Accounting Degree and Bachelors of Mechanical Engineering. He is also a qualified Justice of the Peace.
James is a Self Managed Super Fund specialist and is qualified to give advice on superannuation, retirement planning, estate planning, life insurance, investments and wealth creation, including gearing, margin lending and direct equities.
Through his varied education, training and experience James has demonstrated experience in constructing unique and specific advice in a multitude of different areas.
James is passionate about helping people to discover what they want to achieve in life. He believes that a proper financial plan, driven by your individual goals, wants and needs is crucial to achieving the life you want to live.
I am a new customer of James' but a long term customer of Hatch Financial Planning. I have found James information to be solid and appropriate to what I require to work towards with my impending retirement.
James makes complex seem simple and easy to understand.
James is efficient and easy to work with.
- Adviser status Bronze
- Number of reviews 3
- Years of experience 2
- Master of Financial Planning
Hatch Financial PlanningRiverlakes Village, Shop 17, Corner Beenleigh Redland Bay Road and Logandale Boulevard,
Cornubia, QLD 4130
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Gps Wealth Ltd