Director & Authorised Representative
James has been a Financial Adviser with Precept since 2012 and enjoys the idea of building long term relationships with his clients to guide them through all stages of life.
In July 2018 James became an owner of Precept Financial Services and now enjoys the additional responsibilities this brings including the mentoring of other advisers and staff and helping them grow.
James has been involved in the financial services industry since 2000 and has held various roles in superannuation administration and Paraplanning in Perth, Melbourne and the UK.
James has completed an Advanced Diploma of Financial Services and a Masters of Applied Finance and is able to provide advice in all areas of Financial Planning, including Self Managed Super Funds.
In his spare time James is kept very busy with his 3 young children Mitchell, Jake and Lara and also plays Rugby Union for Wanneroo when time allows.