Jim is a Senior Financial Adviser and is a member of the Financial Planning Association (FPA). Jim has worked in the finance industry for over 12 years. Prior to joining Investor Wealth, Jim was employed as a Senior Financial Adviser with BT Financial Group working within Wetpac’s Private & Premium Banking Segments.
Jim holds an Honors Degree in Economics from Monash University as well as an Advanced Diploma of Financial Planning from Kaplan. Jim is accredited as a Financial (Tax) Adviser.
On a personal note, Jim is passionate about helping clients make smart financial decisions in order to achieve their best financial future. Jim is a father of 3 young boys and enjoys travel, fitness, and spending time with family & friends.
To find out more about how Jim can help you to reach your financial goals or retirement needs, please contact our office on (03) 9663 9595. There is no obligation or charge for your initial appointment.