Team Members

James prides himself on delivering exceptional client service and is enthusiastic about making the financial advice journey as smooth and approachable as possible.

He is currently completing a Bachelor of Banking and Finance at Monash University, with graduation expected in July 2025. In 2024, James was named one of the Australian Financial Review’s Top 100 Future Leaders, reflecting his strong foundation in financial services and experience across client engagement, operations, and startup environments.

Outside of work, James enjoys trading, hiking, chess, startups and staying active.

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