James is a Private Wealth Adviser in the Hobart office for the Shadforth Financial Group.
James holds the following qualifications:
James was the State Runner Up in the FAAA's Professional Best Practice Award for a Certified Financial Planner® in 2013 - one of the highest accolades in the advice industry.
Prior to joining Shadforth Financial Group, James worked for an international law firm in London specialising in shipping and trade law. He 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 and his areas of expertise include cashflow modelling, wealth creation, superannuation planning, tax planning, debt transformation and goals-based investing.
Meet Trish and David - third generation clients
James enjoys spending time with his family and keeps busy through his love of sport, bushwalking and photography. He is also also involved in a number of community financial literacy programs with not-for-profits in disadvantaged areas of Hobart.
