James
Macnish

Please provide a concise bio of 100–150 words. You may include details about your professional experience, areas of expertise, educational background, and a glimpse of your personality or interests outside of work. This will help showcase your unique approach as a financial adviser Multi Line Text Required to answer

I’ve spent 20 years in financial services, building experience across technical and advisory roles. Recently, I’ve focused on insurance, but my skills cover all areas of financial advice. I hold a Master of Finance and Banking from Swinburne University and a Bachelor of Commerce from the University of New England, as well as various certifications, including SMSF and Gearing advice.

I enjoy simplifying complex financial matters and tailoring solutions to each client’s unique needs. When I’m not working, you’ll find me on the farm with my family, bushwalking, exploring new places, or tackling renovation projects—always for the challenge, not the fun! My practical approach and deep industry knowledge help clients feel confident and clear about their financial future.

Qualifications and Memberships

• Master of Finance and Banking
• Diploma of Financial Planning
• Advanced Diploma of Financial Services
• Bachelor of Commerce
• Member of Finance Advice Association Australia

Service areas