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

With a decade of experience, Aamir has built a reputation for helping individuals and families take control of their financial futures. He is known for his thoughtful, client-first approach, taking the time to truly listen and uncover what matters most to each person he works with. From there, he develops holistic and practical strategies to help turn financial goals into reality.

Aamir’s passion for his work sees him diving into the latest research across all investment classes, ensuring his advice is always informed by the most up-to-date insights. Outside of work, he enjoys spending time with his family and exploring his creativity behind a drum kit.

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