Ryan James

Sonder Advisory Group

Silver

3 Yrs Experience

Melbourne, VIC 3000

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Ryan embarked on his journey into financial planning in 2019 with the National Australia Bank/MLC Limited, later transitioning to a boutique advisory firm, in 2021. Before financial planning, Ryan managed his own business, 'The Battery Doctor,' a thriving family-owned automotive battery venture. Given his proficiency in building a small to medium-sized business, Ryan understands the challenges faced by business owners. He empowers his clients to pursue their aspirations, crafting comprehensive financial plans with a holistic approach. Ryan leads by example, embodying Sonder values through his commitment to a balanced lifestyle. He understands the interconnection between financial, physical, and mental well-being, advocating for their combined consideration and prioritisation. Academically, Ryan holds a Bachelor of Commerce, specialising in Finance, complemented by a Graduate Diploma of Financial Planning. He is a respected member of the Australian Tax Practitioner's Board and has completed the Financial Adviser Standards and Ethics Authority (FASEA) certification, demonstrating his dedication to lifelong ethical practice. Beyond his professional endeavors, Ryan is interested in a diverse array of sports and outdoor activities, including AFL (either playing for Whittlesea or cheering on Carlton), getting in the gym and playing golf. He cherishes spending leisure time with loved ones and exploring new places.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Small Business Advice
Tax Strategies
Growing Assets
Budgeting

5.00 July 2024

I came to Ryan with a very low understanding of finance and what I needed to think about to protect my financial future. Ryan was patient and kind in explaining each step, he was thorough in his advice, covering a whole range of things that I had not yet thought about, and I felt at ease and able to trust him as he guided me towards a plan that made sense and provided me with protection for my future. I wouldn't hesitate to recommend Ryan to anyone I know.

5.00 July 2024

I met with Ryan to discuss growing my super as well income protection. I knew the basics however, after our first meeting I was feeling confident in his ability to help me with what I want to achieve. Ryan was professional, had access to lots of great information in the form of knowledge and physical data (which I like) and somehow still maintained a relaxed approach. The personal tailored advice that came after our first initial meeting was unmatched. I could tell he had taken the time and effort to ensure the given advice actually suited me and wasn’t just generalised garbage. I would recommend Ryan 10 times over and look forward to us continuing to work together.

5.00 February 2024

I have been with Wealth Architects from their start and when Ryan came onboard, I was pleasantly surprised how fast he understood my retirement plan and how easy it was to form a friendly, professional relationship with him. He has a sincere, caring personality that leaves one feel very comfortable in following his advice. Ryan handles all queries with clear, precise answers. I trust him completely.

5.00 February 2024

Ryan's expert financial advice has always been clear and concise, with options to consider. He responds to requests in a timely manner, is always friendly, courteous and professional. He has a strong and capable team that supports him at Wealth Architects.

5.00 February 2024

Ryan is a professional and clear communicator able to explain the complexities of financial management in a friendly and personable manner. Very happy and secure with his management of our funds.