|Name||James Rawlings CFP®|
|Company||Barnett Lilley & Associates Pty Ltd|
|Address||Barnett Lilley & Associates
9 Victoria Street
Hall, ACT 2600
|Mobile||0477 973 090|
James has 25 years’ experience in large financial institutions (MLC, nab and CBA) as well as boutique firms.
James focuses on building and protecting clients’ wealth during pre and post retirement. Seeing clients’ family situations change for the better is what ultimately motivates him and he is proud that many clients have been with him for 15+ years.
James is very pleased to be at Parker BLA as it is self-licenced and unaligned to a bank or funds management company which ensures clients’ goals and aspirations are the number one priority.
James grew up in Albury, attended university and started his career in Brisbane prior to moving to Canberra nearly 20 years ago. He is married to Louise, a senior public servant, and they have three children, Eve, Sam and Amy. James is active in the local Canberra community including as a Menslink mentor and his weekends are spent attending kids’ sport, attempting to grow vegetables and enjoying the odd red wine.
Financial advice to James is not just about simple return on investment, it is about real financial advice, helping people understand and take control of their personal situation to achieve their life goals.
He has been a guest lecturer at the University of Canberra in financial planning.
James's clients have a sense of security that comes with having a long term relationship based on trust, working together to build a financial plan with real and achievable goals and sharing their journey towards achieving them.
James is a Certified Financial Planner (CFP) with the Financial Planning Association of Australia (the industry's highest qualification) as well as holding various professional qualifications including a Diploma of Financial Planning (DFP) as well as a Bachelor of Business and a Bachelor of Arts (Economics).
Areas of expertise include:
* Strategic financial planning
* Pre and post retirement planning
* Personal insurance
* Debt and loan management
* Estate planning
* Wealth building
Feel free to reach out to James via email - [email protected]