James Sali
James has been working in the financial advice sector as a planner since 2013.
James has a strong passion in understanding clients wants, needs, desires and ambitions, to ensure that he can tailor a plan specific to their individual circumstances.
James’ strong attention to detail, allows him to communicate with his clients in a simplified manner to ensure they are kept accountable toward their commitments.
James is a qualified Financial Planner, having obtained the Certified Financial Planner ® status in 2018 and is a member of the Financial Advice Association Australia.
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