James has over 19 years experience in the Finance Industry. Over 7 years was as an Executive Financial Planner with Westpac and more than 7 years as a self employed Financial Planner and authorised representative of Magnitude and Securitor.
James’ main areas of expertise are centered on businesses and high net worth client’s financial planning needs. This includes investment advice, wealth creation, retirement strategies and specialised advice in self managed superannuation funds, companies and family trusts. With recent changes to self managed super funds, James understands that businesses need to have a clear understanding on how to structure their super to receive maximum benefits.
James has completed a Bachelor of Business in Accounting through Central Queensland University. He is a CERTIFIED FINANCIAL PLANNER and also holds a Diploma of Financial Planning from Deakin University. James is an appointed Commissioner for Declarations for the State of Queensland and has completed Australian Stock Exchange specialist education on listed products.
James and his family are locals who support many community activities and initiatives. James is a member of the Mackay Rotary Association that provides support to the local community; he is also a member of the Mackay Chamber of Commerce, Resource Industry Network and the Mackay Chapter of the Financial Planning Association of Australia.