James Chilcott
Associate
James prides himself on delivering exceptional client service and is enthusiastic about making the financial advice journey as smooth and approachable as possible.
James is dedicated to delivering clear, practical financial advice and ensuring each client’s experience is smooth, transparent, and approachable.
He holds a Bachelor of Banking and Finance from Monash University, graduating in July 2025 with High Distinction. 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.
