James Hicks

SSA

Company: Partners in Planning
Title: Financial Planner
Profession: Financial Planner
Address: 241 Koornang Rd, CARNEGIE VIC 3163, Australia
Qualifications: SSA (Designation) - SMSF Association, 2024; Commerce (Bachelor) - Monash University, 2018; Applied Finance (Masters) - Monash University, 2020; Financial Planning (Graduate Diploma) - Kaplan Professional, 2022

Summary

James is a degree-qualified adviser and partner at Partners in Planning. Partners in Planning is proud to be privately owned and independent. We have been founded out of a need to provide client-focused advice (opposed from the traditional ‘product’ sell) . We firmly believe in fundamental investing and that financial planning should be based around strategies, not products.

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