Senior Financial Adviser
Qualifications: Advanced Diploma of Financial Services (FP) & Diploma of Finance and Mortgage Broking Management
Professional memberships: FPA & MFAA
Jim has been working with Soundbridge since 2007. During this time he has gained a thorough working knowledge of all aspects of the business, including client services, paraplanning and compliance. Jim’s approach is to listen to clients’ financial needs and lifestyle goals – then design financial plans around these goals and requirements.
He comes from a varied background, giving a unique understanding to the needs of a wide client base. Jim specialises in mortgage broking, wealth creation and asset protection, personal insurance, retirement planning and superannuation.
Jim holds an Advanced Diploma of Financial Services and Diploma of Finance and Mortgage Broking Management.