Summary

James holds an Advanced Diploma of Insurance Broking, and is a Qualified Practising Insurance Broker and Fellow of the Australian Insurance Institute. He holds a Diploma in Financial Planning. James has spent in excess 30 years in the Financial Services Industry and has extensive knowledge of business structures and the personal risks that go with them. James is currently studying a Master of Applied Finance with a Financial Planning specialisation at Charles Sturt University.

Focus Areas

• Income Protection
• Life Insurance
• Retirement Planning
• Superannuation
• Wealth Management