Meet the team.
B.Sc, G. Dip FP
Stanford Graduate School of Business – Strategic Leadership Program
Post Graduate Diploma in Financial Planning
Bachelor of Commerce – Finance and Marketing
Member of the Financial Planning Association
Fellow Member FINSIA
James has fifteen years’ experience in financial services, specifically in the areas of management consulting, management accounting, wealth management and financial planning.
The past eleven years have been focused on assisting business owners, corporate executives and medical professionals achieving their business, investment, tax, retirement and lifestyle goals.
Having worked with leading Banking, Funds Management and Accounting companies both in Perth and Sydney, James has extensive experience in recognizing client’s specific needs, values and circumstances. The companies James has worked with include National Australian Bank, MLC Funds Management, Godfrey Pembroke and Moore Stephens Perth Financial Services.
With an outcomes based philosophy when working with clients, James combines all of the various business, financial and lifestyle elements in a comprehensive plan to meet their long term objectives.
Together with a vast network of specialist Tax, Accounting, Legal, Banking and Investment Advisors, James is able to provide a level of tailored financial strategies and solutions that are second to none.
Self-Managed Superannuation Funds
Business Succession Planning
Investment and Wealth Creation Strategies
Debt and Tax Management Strategies
Superannuation and Retirement Planning
Insurance Planning
Wills and Estate Planning
Corporate Superannuation
Terms & Conditions
These are the terms and conditions for use of this site and access to the information contained on this site.
(a) do not give any warranty or make any representation as to the accuracy, reliability, completeness or security of the information contained on this site and as to changes in circumstances after the date of publication that may impact on the accuracy of the information;
(b) may change and update the information from time to time;
(c) make no representation in relation to, and are not responsible in any way, for the content of any other site you access via this site; and
(d) own the copyright in the information on this site.
(a) do anything to alter or modify the information on this site;
(b) use the material on this site for any purpose other than as a source of information for personal use unless authorised to the contrary;
(c) distribute, copy or otherwise reproduce in any way any of the material available from this site unless it is expressly authorised;
(d) post any material which is defamatory, in breach of copyright, in breach of the Trade Practices Act or otherwise in any way unlawful or inappropriate.
General Advice Warning
In preparing this website, Investment & Financial Partners Pty Ltd have not considered your personal circumstances, goals or objectives; as such the information, commentary and assertions made on this site may not be suitable to you. Any references to past investment performance are not an indication of future investment returns. Please seek personal financial advice prior to acting on this information, or making a decision regarding the choice of a financial product or strategy.
Further information and disclosures can be found in our Financial Services Guide or by contacting us on the phone numbers provided.
Investment & Financial Partners Pty Ltd, ABN: 65 099 797 841 is an authorised representative of MI Private Wealth Pty Ltd ABN 77 633 245 146 AFSL No. 519620 Level 15, 2 The Esplanade, Perth, WA 6000.
The privacy of your personal information has always been important to us at Investment & Financial Partners Pty Ltd, ABN: 65 099 797 841. In addition to complying with existing laws that govern confidential information that you provide to us, we are also required to comply with the Australian Privacy Principles. We will always seek to comply with the Australian Privacy Principles as well as other applicable laws affecting your personal information.
This privacy policy is prescribed by our Licensee, MI Private Wealth Pty Ltd, and adopted by us. It outlines our policy on how we manage your personal information. It also sets out generally what sort of personal information we hold, for what purposes and how we collect, hold, use and disclose that information.
Your personal information will be collected and held by Investment & Financial Partners, who is an authorised representative of MI Private Wealth Pty Ltd, ABN 77 633 245 146 AFSL No. 519620 (MIPW); for the purposes of:
To enable your financial adviser to provide you with financial advice you request that is suitable for your investment objectives, financial situation and particular needs we need to obtain and hold personal information about you. This includes:
The personal information collected may include sensitive information such as health information and memberships of professional or trade associations.
If it is reasonable and practicable we will only collect your personal information from you. Generally, your personal information will be collected when you meet with your adviser in person, provide your adviser with information over the telephone or with written material. We may need to collect personal information from third parties, such as your accountant.
Your personal information is generally held in client files or a computer database. Your personal information may also be held in a secure archiving facility.
We will seek to ensure that we take reasonable steps to ensure that the personal information that we hold is protected from misuse and loss and from unauthorised access, modification and disclosure. Some of the measures we have adopted are having facilities for the secure storage of personal information, having secure offices and access controls for our computer systems.
We will also take reasonable steps to destroy or permanently de-identify personal information that we no longer need for any purpose for which may be used or disclosed under the Australian Privacy Principles.
Your personal information may be disclosed for purposes related to the provision to you of the financial advice you have requested. The types of service providers that may be provided with your personal information are:
Your personal information may also be used in connection with such purposes.
We will seek to ensure that your personal information is not used or disclosed for any purpose other than:
We may disclose your personal information to third parties who provide services to us, in which case we will seek to ensure that the personal information is held, used or disclosed consistently with the Australian Privacy Principles.
Organisations outside Australia
Currently, we do not share your information with organisations outside Australia.
We may store your information in the cloud or other types of networked or electronic storage. As electronic or networked storage can be accessed from various countries via an internet connection, it’s not always practicable to know in which country your information may be held. If your information is stored in this way, disclosures may occur in countries other than those listed. Overseas organisations may be required to disclose information we share with them under a foreign law. In those instances, we will not be responsible for that disclosure.
You can gain access to your personal information that we hold. This is subject to exceptions allowed by law such as where providing you with access would have an unreasonable impact upon the privacy of others. If we deny a request for access we will provide you with the reasons for this decision. To request access please contact us (see “Contacting Us and Privacy Issues” below).
Correcting Your Personal Information
We endeavour to take reasonable steps to ensure that the personal information that we collect, use or disclose is accurate, complete and up-to-date. If you believe that any of the personal information that we hold is not accurate, complete or up-to-date please contact us (see “Contacting Us and Privacy Issues” below) and provide us with evidence that it is not accurate, complete and up-to-date.
If we agree that the personal information requires correcting we will take reasonable steps to do so. If we do not correct your personal information we will provide you with the reasons for not correcting your personal information. If you request that we associate with the information a statement claiming that the information is not accurate, complete and up-to-date we will take reasonable steps to comply with this request.
You can obtain further information on request about the way in which we manage the personal information that we hold or you can raise any privacy issues with us, including a complaint about privacy, by contacting us at compliance@miprivatewealth.com.au. We are committed to resolving any privacy concerns you might have.
We endeavour to provide you with the best advice and service at all times. If you are not satisfied with our services, then we encourage you to contact us. Please call us, send us an email or put your complaint in writing to our office. You can direct your complaint to your financial adviser or to one of our directors.
We aim to resolve complaints immediately. Where this is not possible, we will acknowledge the receipt of your complaint within 48 hours. We will then explain our process to resolve your complaint and tell you who will handle your complaint.
If you are not satisfied with our response after 30 days, you can lodge your complaint with the Australian Financial Complaints Authority. You can contact AFCA on 1800 931 678 or via their website www.afca.org.au. AFCA provides fair and independent financial services complaint resolution which is free to consumers.
