Financial Adviser, Stratus Financial Group
James Marshall is an Authorised Representative of Fortnum Private Wealth Ltd
ABN 54 139 889 535 AFSL 357306.
Qualifications
CERTIFIED FINANCIAL PLANNER®
Bachelor of Business (Distinction)
Master of Applied Finance, Financial Planning
Graduate Australian Institute of Company Directors
Professional Memberships
CERTIFIED FINANCIAL PLANNER® FPA (Financial Planning Association of Australia)
Roles
Associate, Resources Unearthed
Co-Founder, Executive Strategies
Awards
2021 ifa Holistic Adviser of the Year
2021 ifa Best Client Outcome – Finalist
About James…
James helps time-poor mining and resources executives and 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.
James recognises 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 executives and professionals, his areas of expertise include executive share schemes (ESS), 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.
James, who is also an associate of Resources Unearthed and director of Executive Strategies – businesses that are dedicated to helping executives, professionals and business owners to access the advice and support they need to achieve goals – aims 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 that can often be associated with making significant life decisions.
Personally…
James was born in New Zealand and as part of a large extended family he frequently takes a trip across the ditch to visit. However, he also enjoys travelling further afield with Iceland, Denmark, Germany, Italy, Morocco and London among his travel destinations. He has plans to visit China and the East Coast of the USA at sometime in future.
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.
James completed his Bachelor of Business, majoring in Finance, at the Queensland University of Technology (QUT) Business School. He has maintained ties with QUT as a Sessional Academic in the Accounting faculty where he teaches Superannuation, Regulation and Practice, Data Analysis and Personal Financial Planning. James also mentors students at QUT, in support of the next generation of financial planners.
James also enjoys volunteering with Rotary International; in 2016, he was Treasurer of the Rotaract Club of Brisbane CBD Incorporated (for Rotary’s under 30’s) and continues to participate in Rotaract activities. James also supports charities and events for the equality of all people, irrespective of race and gender.
In his spare time, James is an avid walker and likes to keep fit by exploring local and further-afield areas including D’Aguilar National Park.
BACK