Our people

James brings over 30 years of experience in the financial services industry, having developed extensive knowledge on business structures and aged care in this time. He is studying his Master of Applied Finance, majoring in Financial Planning. In his spare time, James focuses on his family, visits the gym, and enjoys rounds of golf.

• Diploma of Financial Planning
• Aged Care Specialist

Aamir has worked with highly experienced advisors and leaders across the financial services industry, helping him gain an in-depth understanding of today’s complex financial environment. He is dedicated to helping his clients to achieve their financial and lifestyle goals by providing highly holistic and practical strategies.

When not working directly with clients, Aamir is knee-deep in the latest research across all investment classes. Outside of work, he enjoys playing drums.

• Bachelor of Business (Accounting and Finance)
• Diploma of Financial Planning
• Specialties include: Investment management, wealth creation strategies, cash flow modelling and retirement planning

Geoffrey is a former personal insurance risk adviser. He’s spent almost four decades in the industry, with the past 18 years as an insurance agent, gaining invaluable experience and knowledge in the risk industry.