Private Client Adviser
James is a Private Client Adviser in the Hobart office for the Shadforth Financial Group.
Education and experience
James holds a Bachelor of Law and Commerce in International Business from the University of Tasmania. He also has a Graduate Diploma of Financial Planning, the FPA Life Risk Specialist accreditation and is a CERTIFIED FINANCIAL PLANNER® practitioner. James was the State Runner Up in the Financial Planning Association's 2013 Professional Best Practice Award for a Certified Financial Planner®. The Best Practice Awards are the highest in the industry.
Prior to joining Shadforth Financial Group, James worked for an international law firm in London specialising in shipping and trade law.
James is firmly committed to improving the quality of strategic advice and helping successful people achieve their goals by making smarter financial decisions. This provides his clients with the freedom and confidence they need to spend more time doing what they love.
His client base includes senior executives, business owners, retirees and high net wealth individuals. James strongly believes that all people should have the opportunity to find financial freedom. As such, he also works with young accumulators looking to get ahead, reduce debt and build wealth, and is also involved in a number of community financial literacy programmes with not-for-profits in disadvantaged areas of Hobart.
James’ areas of expertise include cashflow modelling, wealth creation, superannuation planning, tax planning, debt transformation and goals-based investing.
Outside of work
Away from work, James enjoys running around after his two young children and keeps busy through his love of sport, bushwalking and photography.
James is a good listener and has been able to advise us on how best to reach our financial goals. He has been readily available to answer queries we have regarding our investment portfolio. James is warm and sensitive to our needs related to our retirement plans, providing us with sound advice when necessary. We have been very pleased with the way he has managed and grown our portfolio, making decisions on our behalf that progress our retirement plans. 10/10, James!
F & S Kastner
James is approachable and available. He knows his stuff and is able to communicate in everyday language, with good use of the whiteboard in office consultations. He will go the extra mile to help if one is in difficulty and is never condescending because of one's human frailties! He remember the different financial goals of each member of the family and advises accordingly.