James’ favourite inspirational quote:
“A good man leaves an inheritance for his children’s children.”
King Solomon
James comes to AdviceCo with over 17 years experience in the Financial Planning industry. James has experience running his own practice as well as holding roles as a Senior Financial Planner and Financial Planner Manager at a major bank.
James is passionate about contributing to the work that AdviceCo does for individuals, families and businesses and enjoys being part of a team that focuses on practical advice and building long-term relationships with clients.
James is an active member of the Financial Planning Association (FPA) and Tax Practitioners Board (TPB).
Inspired by belief that good financial decisions today can benefit future generations, James enjoys being part of a profession that helps people plan, grow and protect their wealth for the long term.
James lives on the Central Coast with his wife and 2 children. In his spare time, he coaches Junior Rugby League at Avoca Beach Rugby Club.