Background
Summary
James has been in the financial services industry for over 21years. This has involved roles in large financial services companies in product related roles. Since then, James has been providing direct Financial Advice to clients since 2001. I can advise on: - Personal Insurance - Superannuation including Self Managed Super Funds - Estate Planning - Personal Investments - Financial Planning
Focus Areas
Bio Alignment
Non institutionally aligned
Education
DFP - Diploma of Financial Planning