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Associate
James provides professional assistance to people and families who want to enhance their financial wealth.
He finished his Bachelor of Commerce majoring in Financial Planning at Deakin University before starting his Professional Year as a financial adviser. His academic work at university established his solid understanding of insurance advice, tax planning and retirement planning fundamentals. His main professional interests focus on investment strategy and superannuation planning. He maintains the ethical and professional standards of the financial advice industry while building enduring client relationships through transparent and trustworthy practices.
Throughout his Professional Year he plans to use his technical skills in real-world settings while developing into an adviser who provides personalised solutions that produce significant results for his clients.
Areas of Expertise
Regions Covered