Specialisation
Office
Planning
In their own words
James Williams is a financial advisor with over 15 years of experience and specialises in retirement planning, investment advice. A Certified Financial Planner and member of the Financial Advisers Association Australia. James is a caring and dedicated financial advisor committed to helping his clients achieve their financial goals by understanding what matters most to them. He takes a holistic approach to financial advice and works closely with his clients to develop a financial plan tailored to their needs. James also takes great in being able to work with and support his clients throughout their financial journey.
Qualifications and Memberships
- Bachelor of Economics
- Graduate Diploma of Financial Planning
- Postgraduate Diploma in Business (Economic and Finance)
- Certified Financial Planner
- Member of the Financial Advice Association Australia
Service areas
MelbourneSpecialisation
Office
Planning
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.
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
