James is a seasoned financial service professional with over 20 years of broad industry experience. He’s a dedicated student of value investing and has a deep understanding of compliance management and business administration. Having operated his own business, he understands the challenges facing advisers and is keen to use his experience to make the advice process as efficient and effective as possible. Outside of work, James is an NRL fan and never misses a Broncos game. He’s also an avid golfer and is constantly on the hunt for the latest clubs and gadgets, much to the dismay of his amazing wife Nicola, who thinks he should be spending his money on more practical things, such as wine or dinner out somewhere nice. Nic and James love to travel and regularly return to the UK where Nic is from.

Qualifications:

• Master of Financial Services
• Bachelor of Economics
• Advanced Diploma of Financial Planning