Summary
Over 30 years of experience in the financial services industry specialising in professional accounting practice and software, financial planning and finance,
having worked and founded various businesses in the industry including financial service licensee’s, financial planning, professional accounting and software businesses. Holds both a Master of Financial Planning and Master of Commerce in Professional Accounting degrees, with also degrees in Accounting, Financial Planning and Agriculture. Is an Affiliate Financial Planner® and a SMSF Specialist Advisor™ with accreditations in Direct Shares and Margin lending. James is very passionate about financial advice and the role and benefits a SMSF combined with a sound and comprehensive advice strategy,
coupled with a disciplined approach to investing can provide financial success.
Get in touch with James Malcolm