James Sherlock has been involved in the Financial Planning industry since 2010. James has completed his Diploma of Financial Services (Financial Planning), the Advanced Diploma in Financial Services and is currently studying his Masters in Applied Finance. James has a real passion to help his clients achieve their goals by providing quality advice and understanding the client’s needs.
As an Authorised Representative, James believes in helping his clients build a comprehensive program to make the most of their earning potential during their working years, as well as helping them with their retirement planning, superannuation, risk insurance and estate planning needs. He achieves this by striving to provide quality advice, personalised service and practical ideas to deliver superior solutions that his clients can easily understand.