With more than 20 years of experience in finance, James began his career as an Investment Adviser at a major global investment bank before joining Ord Minnett in 2009.
As a Level 1 & 2 Accredited Options Adviser, James provides expert advice on equities, options, and other derivative products. CFA-qualified, he specialises in developing investment strategies within a comprehensive asset allocation framework.
By leveraging both top-down and bottom-up research, James crafts personalised portfolios that align with clients’ unique financial objectives, risk tolerance, and long-term wealth goals.
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