James Hepburn
Intergen Advisory Pty Ltd
I'm James Hepburn, a financial adviser at Integral Private Wealth with over a decade of experience in the financial services industry. I work with a wide range of clients- individuals, families, and professionals—to help them make confident, informed decisions about their financial future.
Many people lack the time, confidence, or desire to manage their finances alone. I find it incredibly rewarding to step into that space and provide clarity, structure, and support. My approach is personal- I take the time to understand what matters most to my clients, then develop tailored strategies that align with their goals, values, and lifestyle.
Whether you're planning for retirement, building wealth, or simply looking to make smarter financial decisions, my focus is on helping you live your best financial life- with less stress and more confidence.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchRecent reviews
At a glance
-
Adviser status
Bronze
- Rating
- Number of reviews 1
- First year providing advice 2022
- Years of experience 4
-
Highest qualification
- Master of Financial Planning
-
Language spoken
- English
Intergen Advisory Pty Ltd
Level 1, 123 Sandgate RdAlbion, QLD 4010
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
-
In person
-
Phone
-
Video call
Licensed by
Intergen Advisory Pty Ltd
AFSL 700082
