About
James has been a Financial Planner for over 30 years. He joined Fitzpatricks in 2015 and is a Director and Shareholder of Fitzpatrick’s Private Wealth Partners in Brisbane.
James passionately believes that people who are fully engaged with their finances and have professional support to plan are much more likely to achieve their financial and lifestyle goals.
This belief underpins his approach to personal advice, which is based on clear and regular communication, making the complex simple, and educating and empowering clients to make informed decisions.
While James’ clients are primarily retirees and pre-retirees, he is also interested in helping younger clients build a solid financial future and financial independence.
James is a Certified Financial Planner (CFP) and member of the Financial Advice Association Australia (FAAA).
Qualifications & Memberships
- Financial Advice Association Australia (FAAA)
- Diploma of Financial Planning – FPA/Deakin University
- Certificate of Superannuation Management – ASFA
- Financial Essentials Self-Managed Superannuation Fund Adviser Education Program
- Superannuation Management – ASFA
- Certified Financial Planner – FPA
- Self-Managed Superannuation Funds – Kaplan Professional
- Graduate Diploma of Financial Planning (Kaplan)