Our two generation family company bases itself on client service and advice with 30 years experience in the financial planning industry. We are directed towards the growth of our clients’ knowledge and wealth creation, protection and preservation according to our clients’ beliefs and needs. We believe in inter-generational equity for all people and the environment, and believe that with common goals we can make a difference in investing for our futures.
James has an MBA, B Com and Dip FP, and entered the financial services industry in 2000. James worked in the UK from 2003-2005, during which time he worked for CoreRatings, a SRI Ratings agency which assessed material impacts of environmental, social and governance issues on a range of large companies. James is an Authorised Representative of Sentry Financial Services, a WA based Licensed Dealer in Securities, with offices throughout Australia.
