James has worked in the financial services industry for 13 years, prior to which he worked as an accountant for 5 years. James holds a Bachelor of Economics, and a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia. He received CFP status in 1999.
James co-founded Paradigm Wealth Management Pty Ltd in 2003. Paradigm is a diversified financial services group, with a focus on Self Managed Superannuation Funds and targeting clients with in excess of $1milllion of investable assets. James has extensive experience as a qualified financial adviser and investment professional and fulfils the dual role of Director and Head of the Asset Management Division within Paradigm. James was instrumental in the establishment of the Paradigm Managed Account Service, which has created significant efficiencies within the business and improved the investment process, and has managed the transition of Paradigm clients to that service.