James has been working in the stockbroking industry since 1998 and is a senior member of our Private Client Division. He provides tailored Wealth Management investment advice with a goals based strategic investment focus to high net worth families. He teams up with specialist paraplanners to provide a holistic service of strategy, structure and investment advice. He also holds deep relationships with Western Australian company leaders provides exclusive capital raising, investment opportunities and access to IPOs.
He holds a Bachelor of Commerce from Curtin University and a Graduate Diploma in Applied Finance and Investment from FINSIA.