MBA, GCertBusAdmin, DFP (FS)
James joined the Anne Street Partners team in late 2017. He began his career in financial services in 2009 in Brisbane and has gained a broad range of experience across all aspects of the financial advice process. James enjoys working as a professional partner with his clients’ and assisting them with developing their long-term focus. He is passionate about identifying areas where his clients’ can reduce debt and accumulate wealth while protecting their lifestyle. With his own young family, James understands that the integral part of financial advice is ensuring it is regularly reviewed and adjusted to remain in line with his clients’ life and circumstances.
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