James has worked in the financial services industry since 2018 and achieved his Diploma in Regulated Financial Planning in October 2019. He started his career at Parkworth Wealth Planning as an administrator where he progressed to a paraplanner. James joined Herbert Scott in June 2021 as a Financial Planning Assistant.
Early on in his career James realised how much financial planning can positively impact people’s lives and this has inspired him to become a financial advisor, a career path he plans to take in the coming years at Herbert Scott. Currently he is studying towards Chartered status.
James is a firm believer that to give the best advise possible you need to have a strong relationship with your clients. Therefore, he strives to build a strong rapport with each of the clients he meets.
As an avid sportsman, James has participated in everything from football to boxing. His love for sport has even taken him to Taiwan where he competed in the international Renshinkan Karate tournament. Currently James trains in CrossFit and loves to participate in charity events and competitions.