James Connellan

I believe good financial advice starts with getting to know the person behind the numbers. Every client has different circumstances, priorities and goals, so I take the time to work closely with each client to understand what is important to them and where they want to be in the future.

I hold a Bachelor of Commerce and a Master of Financial Planning, both from Deakin University, and provide advice across superannuation, investments, retirement planning and personal insurance.

My approach is focused around building genuine, long-term relationships with my clients. By taking the time to understand their unique circumstances and establish their personal and financial goals, I can develop strategies that are tailored to their needs and designed to help them make confident decisions about their financial future.

I aim to make financial advice straightforward and easy to understand, while being there to support my clients as their circumstances and goals evolve over time. For me, the most rewarding part of being a financial adviser is helping clients feel more confident and in control of their financial future.