Auckland, Mt. Maunganui, Tauranga
James is an Authorised Financial Adviser with a long and diverse history in the financial sector. James is based in Tauranga and also works out of the Auckland office on Tuesday and Wednesday.
Starting with a degree in Economics, James worked in the Foreign Exchange Markets in the City of London. James also passed his UK FSA accreditation as a Bond Trader in a Japanese Bank at that time. James has Certification from the International Capital Markets Association (Madrid 1995).
James is authorised to give advice on Investments including Pension Transfer and KiwiSaver as well as Life insurance, Medical insurance and Income protection.
James sits as a non tied investment committee member on 3 Groups with Funds under Management totalling upwards of one billion New Zealand Dollars.
With his wife Lucy, James has two Kiwi boys aged 10 and 8 who keep him busy. James plays for The Otumoetai Football Club.
Level 1, 251 State Highway 2, Bethlehem, 3110
PO Box 16439 Bethlehem 3147