James Broad
Financial Planner
Qualifications
- ASX Markets Responsible Executive
- Advanced Diploma of Financial Services
- Diploma of Financial Services
- Graduate Diploma in Financial Management
- Bachelor of Finance
You can’t overestimate the need to plan and prepare for retirement. A clear vision, backed by a financial plan, gives you the confidence and personal power to achieve the lifestyle you want.
James has worked in the financial services industry for over eight years. Specialising in financial planning more than six years ago, James brings a wealth of experience and technical skills to his position at StatePlus.
With a focus on delivering quality financial advice, James is committed to building long-term relationships with his clients. This enables him to develop a deep understanding of each personís situation and ensures they are in the best position to take advantage of opportunities as their needs and circumstances change over time. A skilled communicator, James is committed to guiding his clients through the often complex financial planning jargon, so each feels confident and in control of the financial decisions they are making.
James has lived in the Hunter Valley area his entire life. When not at work, he enjoys spending time with his family.