James is a private client adviser in our Melbourne office with more than 14 years experience in financial services. James’ career has included working for the National Australia Bank, MLC and St Andrews Wealth Management, a subsidiary of Halifax and owned by the Bank of Scotland.
James is passionate about his clients and helping them to achieve their goals and aspirations through robust financial advice and portfolio management. James focuses on helping his clients to financially grow and to importantly protect their wealth. James believes it’s important to maintain long-term relationships so clients can maximise the benefit of quality advice.
In 2010, James’ commitment to clients and his effectiveness in delivering financial and investment advice and services were recognised through the “Outlook Financial Solutions Adviser of the Year Award”.
James is a Certified Financial Planner with the Financial Planning Association of Australia and holds a Master of Business Administration, a Graduate Diploma in Applied Finance and Investment, a Advanced Diploma in Finance Planning and a Bachelor of Economics.