James believes success is anchored in having a deep and highly personal understanding of a client’s current situation, goals, needs and objectives. Utilising this base and by applying excellent service standards and exceptional knowledge, the desired outcome will be achieved.
James joined Accru Melbourne in 2008 as a university graduate, becoming a Financial Adviser and Authorised Representative of Accru Melbourne’s Australian Financial Services Licence in 2012. James looks after a wealth management client base, however recently his focus has shifted to specialising in providing personalised risk & life insurance advice across the network.
As lead specialist for Accru Insurance Solutions (AIS), Accru Melbourne’s newest service offering, James has the expertise to assist clients with finding and implementing the right insurance cover to protect them and their families’ financial future.
James is known for his people oriented and friendly approach, bringing positive energy and passion for continued self-improvement to his role day in and day out.
Professional qualifications and memberships
- Bachelor of Commerce & Administration (BCA)
- Graduate Diploma in Financial Planning (GDipFP)
- Registered Tax (Financial) Adviser