About
Based in Perth, James joined Fitzpatricks in 2014, originally as a Client Services Manager before becoming a Financial Adviser.
James works closely with his clients to develop a customised plan that aligns to their unique needs and objectives. He is passionate about helping his clients get financially organised so they can focus on the things that matter most to them and, ultimately, achieve their ideal life.
James has a Bachelor of Commerce and Diploma of Financial Planning. He is a member of the Financial Advice Association Australia (FAAA).
Qualifications & Memberships
- Financial Advice Association Australia (FAAA)
- Diploma of Financial Planning – Kaplan
- Bachelor of Commerce (University of Western Australia)
- Graduate Diploma of Financial Planning – Kaplan Professional
- TFAv1 Tax for Financial Advising – Kaplan Professional