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After completing his Finance Degree at the University of New England, James has gained over 15 years of financial services experience, including more than 10 years as a practicing financial planner. James has an Advanced Diploma of Financial Services, and is a Certified Financial Planner, the global standard of excellence in the financial planning profession.
James has developed extensive knowledge with investing, financial planning and building client relationships, with one of Australia’s largest independent stockbroking firms and StatePlus (formerly State Super Financial Services). James was a senior financial planner in the Tamworth office, where he managed in excess of $150m for his clients, primarily across the North West of NSW.
With a holistic approach to financial planning, James is focussed on understanding his client’s needs and objectives, to help them make better decisions, and to have the confidence to spend what they need to, knowing that they have the sufficient resources to have a comfortable future. James enjoys partnering with his clients, to ensure that their personal finances are well structured and that their investments are aligned to their goals.
James grew up on a farm near Warialda and now lives in Tamworth with his wife, Emma and 3 children, Archie, Darcy and Harriet. He supports and still regularly participates in local community sporting events, such as running, cycling and triathlon events. James is also a committee member of the Tamworth Junior Cricket Association.