About James

James is a Private Wealth Adviser in the Melbourne office for the Shadforth Financial Group.

Education and experience

James holds the following qualifications:

• Bachelor of Economics degree
• Master of Business Administration (MBA)
• Certified Financial Planner®

James works with a diverse range of clients, including successful business owners and high-net-worth individuals. He began his career in financial services in 1997 and has held roles with leading financial planning firms such as Outlook Financial Solutions and St Andrews Wealth Management, a subsidiary of Halifax and owned by the Bank of Scotland.

He is passionate about helping clients achieve their goals and aspirations through robust, holistic financial advice. He values long-term relationships, enabling clients to maximise the benefits of quality advice.

Outside of work

James is married with three children. He likes to keep fit so he can keep up with the kids and values the importance of family.