In their own words
A member of both the Financial Advisers Association Australia (FAAA) and CPA Australia (CPA), James is a Certified Financial Planner with over 25 years of experience and specializes in wealth accumulation and retirement planning, Self-Managed Superannuation Funds (SMSFs), and portfolio management. James is a passionate and dedicated Advisor committed to assisting clients achieve their financial goals. James takes a holistic approach to advice and works closely with clients to develop a financial plan tailored to their needs.
Qualifications and Memberships
- Master of Business (Accounting and Finance)
- Diploma of Financial Planning
- Certified Financial Planner
- Certified Practicing Accountant
- Member of Finance Advice Association Australia
Service areas
MelbourneTalk 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.
Melbourne
Team
Shona Klibingaitis
Mortgage and Finance Advisor
Mona Barak
Mortgage and Finance Advisor
Dimitra Koutsougeras
Mortgage and Finance Advisor
Lisa Taylor
Senior Financial Advisor
Matt O’Brien
Financial Advisor
Rebecca De Simoni
Senior Financial Advisor
Alana Pincombe
Senior Financial Advisor
David Klein
Senior Financial Planner
Gary Ziebarth
Senior Financial Advisor
James Dimos
Executive Advisor
James Williams
Senior Financial Advisor
Jason Gan
Senior Finanical Advisor
Jason King
Executive Advisor
Jeff Hanna
Executive Advisor
Kathy Havers
Executive Advisor
Kristian Tribuiani
Executive Advisor
Lakshan Weerasinghe
Executive Advisor
Luke Brendish
Financial Advisor
Martin Sherwood
Executive Advisor
Mitchell Burger
Executive Advisor
Sascha Krummrey
Executive Advisor
Shane Fisher
Financial Advisor
Sheena Vohra
Senior Financial Advisor
Tonina Ciarrocchi
Executive Advisor
Trent Schliefert
Financial Advisor
