James Stephen

Aintree Group Wealth

21 Yrs Experience
Camberwell, VIC 3124

I began my career in the financial advice industry in 2003. As my knowledge and understanding increased I found myself getting more and more frustrated with the focus of the industry. The vast majority of the industry was focused on selling products not advice. This never made sense to me as from my experience as an adviser most people never came in and asked for a product. What they wanted was advice on how to solve their problems and achieve the outcomes that were important to them.

I decided to setup my own financial planning practice in order to advise clients exactly how I would want to be advised. The sole focus of my company was to help my clients achieve the financial outcomes that were important to them. This meant focusing on their agenda not mine.

In 2022, I joined forces with Aintree Group - an advisory firm in Melbourne with a focus on providing business owners and professionals with long-term support and advice in all areas of their lives. I am currently the Director of the financial planning business unit, Aintree Group Wealth.


  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 10
  • First year providing advice 2003
  • Years of experience 21
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Aintree Group Wealth

Level 1, 273 Camberwell Rd
Camberwell, VIC 3124

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Aintree Group Wealth

AFSL 537994