Director & Financial Planner
James is an experienced financial planner who brings a multitude of skills and experience to the table when it comes to providing Australian expat financial advice. After completing university, James was an accountant for four years at which point he then moved into the financial services sector and became a financial planner.
Combining his accounting skills with financial advice, James has advised individuals, families, and Self Managed Super Fund clients in the areas of retirement planning, debt reduction, cash flow management and portfolio management.
James holds a Bachelor of Commerce with an accounting major, Bachelor of Business with a marketing major, Advanced Diploma of Financial Planning and is currently completing his Masters of Financial Planning.