Jim comes from a large institution background with more than 20 years’ experience. Jim is passionate about helping his clients to set, achieve and protect their financial goals, and secure the future and financial freedom they desire. He has a particular interest and expertise in the technical and investment strategies for establishing and managing hard working self-managed super funds (SMSF).

Jim was previously a Senior Financial Adviser, providing strategic investment advice to their High Net Worth and Business clients. During this time Jim specialised in the distinct financial needs of medical and healthcare professionals and has been providing advice to medical practitioners and specialists for over 10 years. He understands and can help navigate the complex financial rules of the healthcare industry to ensure that his clients minimise tax, grow wealth, make their income work harder and protect their wealth.

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