Born and raised in Perth, James founded Oak Advisory after noting a lack of options for Western Australian’s seeking truly independent financial advice.
With the founding of Oak Advisory, James’s intention was to establish a leading WA owned and operated financial advice practice, with a focus on providing exceptional quality financial advice, while maintaining a company culture that reflected the highest levels of professionalism. Prior to starting Oak Advisory James worked at several Perth based financial planning firms.
James is a Certified Financial Planner (CFP), and a Certified Practicing Accountant (CPA).
He received a Certificate of Excellence for the marks he obtained during the CPA Course, and at the time he obtained his CPA designation, he was the youngest person in Australian history to be awarded both the CFP and CPA designations.
He has a Bachelor of Commerce from the University of Western Australia as well as a Diploma, and Advanced Diploma in Financial Planning.
He is member of the following professional organisations.