Specialisation
In their own words
James Clark is a Senior Financial Advisor who has been in the financial services industry for over 25 years, nearly 20 of those as a financial advisor. James is passionate about educating and informing clients in a way they understand and appreciate so they may make decisions to achieve both their lifestyle and financial goals. James also has a great interest in ensuring his clients estate planning is in order so that partners and the next generation are looked after.
Qualifications and Memberships
- Graduate Diploma of Applied Finance
- Graduate Diploma of Financial Planning
- Member of the Financial Advice Association Australia
Service areas
CanberraSpecialisation
Talk to James about your plans
A first conversation covers where you are now, what you want next, and whether advice will help. There is no cost for it.
Canberra
Team
James Clark
Senior Financial Planner
