James provides holistic financial planning and wealth management solutions tailored to meet the needs of his individual clients as no one situation is the same. Previously working in Asia for large Wealth Managers, James is well placed to understand the unique circumstances within the expatriate environment.

James’s background and experience as an Equities Broker and a Private Sales Trader provides him with a unique understanding of a broad range of asset classes which he uses to his advantage when marrying client’s risk appetite with a strategy to meet their financial goals.

James and his wife and 2 young daughters are settling back into life in Sydney spending time with family and friends.