James Marshall

James helps time-poor mining and resources professionals to implement integrated, long-term financial strategies that aim to build wealth and protect their family as they build their career in a demanding industry.

His clients include engineers (electrical, mechanical, maintenance), metallurgists, environmental scientists and specialists in occupational health and safety, many of whom are based in southeast Queensland.

One of James’ key strengths is recognising that every client’s financial and life situation is different. He believes that personalised service is essential for matching clients with the most appropriate financial strategies and services.

As a financial adviser specialising in advice for mining and resource professionals, his areas of expertise include budget and cash flow planning, investment strategies, portfolio management, superannuation, estate planning, and retirement planning and transition.

James understands the importance of establishing solid foundations for a strong financial plan, but perhaps more importantly, implementing ongoing regular reviews that track achievements against stated objectives and goals.  His goal is to ensure his clients feel a sense of financial comfort and security throughout their financial journey.

His firm commitment is to work with his clients to help them achieve their financial and lifestyle goals, and to remove the stress from such significant life decisions in the future.

As from July 2017, James holds the highest designation in financial planning, CFP® (CERTIFIED FINANCIAL PLANNER®) from the Financial Planning Association of Australia. Recognised in 26 countries, the CFP® designation is the gold standard in financial planning. Becoming a CERTIFIED FINANCIAL PLANNER® professional demonstrates James’ commitment to upholding world class professional standards.