James is a Private Wealth Adviser in the Hobart office for the Shadforth Financial Group.
James holds a Bachelor of Law and Commerce in International Business from the University of Tasmania. He also has a Graduate Diploma of Financial Planning, the FPA Life Risk Specialist accreditation and is a CERTIFIED FINANCIAL PLANNER® practitioner. James was the State Runner Up in the Financial Planning Association's 2013 Professional Best Practice Award for a Certified Financial Planner®. The Best Practice Awards are the highest in the industry.
Prior to joining Shadforth Financial Group, James worked for an international law firm in London specialising in shipping and trade law.
James is firmly committed to improving the quality of strategic advice and helping successful people achieve their goals by making smarter financial decisions. This provides his clients with the freedom and confidence they need to spend more time doing what they love.
His client base includes senior executives, business owners, retirees and high net wealth individuals. James strongly believes that all people should have the opportunity to find financial freedom. As such, he also works with young accumulators looking to get ahead, reduce debt and build wealth, and is also involved in a number of community financial literacy programmes with not-for-profits in disadvantaged areas of Hobart.
James’ areas of expertise include cashflow modelling, wealth creation, superannuation planning, tax planning, debt transformation and goals-based investing.
Away from work, James enjoys running around after his two young children and keeps busy through his love of sport, bushwalking and photography.