Franchise Principal and Mortgage Broker
My unique multi-disciplinary background across financial planning, chartered accounting and banking, coupled with over 20 years’ experience across financial services and being an active property investor myself, enables me to understand complex scenarios better than most.
I know the industry is full of jargon, so I pride myself on being able to communicate with you in a way that makes the complex sound simple. Your time is valuable, so let me ease the burden so you can spend your time doing what matters most.
And we will never treat you as just another number. In fact, we don’t benchmark our success on the number of loans we get through. We benchmark our success on the satisfaction of our clients, the level of repeat business and the level of referrals. There is no better honour than having our clients refer us to their loved ones.
I am passionate about helping people to build their wealth through property. And I would be honoured to assist you. Give me a call on 1300 194 750 to discuss your own goals.
More about James:
- MFAA Accredited Finance Broker
- Chartered Accountant (CA)
- Certified Financial Planner® (CFP®)
- Prior member of The Australian Financial Review Smart Investor Masterclass recognising the top 50 financial advisers in Australia
