BSc; Grad. Dip. Applied Finance; Dip. Financial Planning
James is responsible for the distribution, support and servicing of PM Capital’s investment capabilities to our adviser, key dealer group, private and institutional clients in Queensland and New South Wales.
With 20 years’ experience in financial services James has previously held management and distribution roles in a diverse range of organisations offering financial advice, insurance, platform, investment, gearing & structured products.
James is passionate about making a positive impact on peoples’ financial lives and believes he has an important role in working with advisers and clients to assist build long term wealth together.