Director & Financial Planner

James has had a lifelong passion for financial planning which has led him to open J P Financial Planning in August 2015. Helping everyday Australians achieve more positive outcomes has been the bed rock of what James is developing as director and owner of the business.

Completing all FASEA educational requirements (Financial Advisers Standards and Ethics Authority) James is in a good position to focus on client outcomes and seeks to find a way to be able to make financial planning accessible to the greatest number of people through a comprehensive, affordable and simple to understand process.

James loves to play music, and doesn’t mind a round of golf to maintain the always important work life balance, and of course is a devout family man.

Always looking to make a difference in people’s lives James’ focus and desire remains strong in finding the right financial planning solutions to all his client’s needs.