James is a qualified and highly experienced financial planner, who has spent the last 20 years dedicated to creating and protecting wealth for business owners, individuals, and private families across Australia.
His belief in Financial Strategy, combined with structure and product creates opportunity for best performance, and works in partnership with clients to form long-term relationships - ensuring that needs and objectives continually align.
Throughout his career, James’ astute expertise has included Retirement Planning, Investment, Insurance and Estate Planning strategies, Portfolio Management, Superannuation, and Debt Management strategies.
At Lantern Advisory, we are independent holistic financial advisers based in Brisbane servicing clients in Qld and Interstate. We manage all levels of your financial circumstances, and provide tailored strategies to suit your situation.
Fees are calculated on time and complexity
James provided me with advice on personal insurances and superannuation. I found him easy to understand and he was able to quickly understand my individual future needs. I felt very comfortable in trusting his advice and would recommend him as a reliable advisor.
I have sought James's advice for a long time now. He has always been available and positive about advice given. He has always given a great deal of care to my neefs especially somce I have become unwell. His plain speaking and good humour have always been a great feature of him. A very good man and wonderful advisor.
James has given me solid advice for a number of years related to my financial situation, superannuation and prospective investments. James can break things down for me in a way I can understand, and give me his full attention as and when I need it.
I have been a client of James for about a decade. Besides giving me investment and financial advice whenever I need it, James also importantly manages my Superannuation Fund, including the administration of same. He was very instrumental in restructuring my SMF after the passing of my wife. Knowing that James manages my investments and financial affairs gives me a great sense of security. I am totally at ease with the business relationship I have with James.
James has provided me with advice in areas of superannuation, aged care, budgeting and managing debt. His advice was informative and well researched, yet made simple to comprehend and feel confident that he was definitely looking after my best interests at all times. He is totally professional and always willing to assist and provide advice where necessary.
- Adviser status Gold
- Number of reviews 6
- First year providing advice 2005
- Years of experience 17
- Master of Applied Finance
Lantern Advisory Pty LtdLevel 4, 97 Creek Street
Brisbane, QLD 4000
- 8:00am – 5:00pm Monday – Friday
Professional Investment Services Pty Ltd