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)
Masters of Applied Finance, Financial Planning
Graduate Australian Institute of Company Directors (GAICD)
SMSF Specialist (KAPLAN)
Specialisations
Executive Share Schemes
Expatriate Affairs
Complex strategies and insurance claims
Professional Memberships
Financial Planning Association of Australia
Australian Institute of Company Directors
QUT – Sessional Academic (Accounting Faculty)
Directorships
Director, Stratus Financial Group
Associate, Resources Unearthed
Co-Founder, Executive Strategies
Awards
2021 ifa Holistic Adviser of the Year
2021 ifa Best Client Outcome – Finalist
About James…
James Marshall is a highly qualified Financial Planner and Executive Share Scheme (ESS) strategist who helps executives in mining and resources, health, biotech, pharmaceuticals, technology and construction to build wealth and protect their families throughout their careers in demanding industries.
His clients include executives from a wide range of disciples such as engineers (electrical, mechanical, maintenance), metallurgists, environmental scientists and specialists in occupational health and safety, that are either Australian based or expatriates.
James recognises that every client’s financial circumstance and life situation is different. He believes personalised service and a clear understanding of lifestyle goals is essential for matching needs with the most appropriate financial strategies and services for achieving the best possible outcomes.
He is a financial adviser specialising in advice for high earning executives, professionals, business owners and people with significant wealth and financial complexity.
James’ areas of expertise include advice and strategy for Executive Share Schemes (ESS), expatriate related issues, strategies to capture their wealth, investment strategies portfolio management, superannuation, estate planning, retirement planning and transition to retirement.
James also has special interest in personal risk and has played a lead role in a number of complex personal risk claims.
He understands the importance of establishing solid foundations for a strong financial plan, but perhaps more importantly, implementing ongoing regular progress reviews that track achievements against stated objectives and goals.
James, who is also an Associate of Resources Unearthed and a Co-founder 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 personal success – 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, to alleviate stress and create financial confidence when making significant life decisions.
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 his commitment to upholding world class professional standards.
In 2021, James received the coveted ifa 2021 Holistic Adviser Award.
This national award recognises the inter-connectedness of advice and collaboration between a range of professional disciplines driven by the financial adviser. He was also recognised as a finalist in the Outstanding Client Outcome category.
Personally
James completed his Bachelor of Business, majoring in Finance at the Queensland University of Technology (QUT) Business School in 2010. He continues to maintain his ties with QUT as a Sessional Academic in the Accounting faculty where he teaches Superannuation, Regulation and Practice, Data Analysis and Personal Financial Planning. Dedicated to supporting the next generation of financial planners, James mentors QUT students, and has implemented internships and Master Classes which he plans and presents for Stratus Financial Group’s emerging financial advisers and our team generally.
James loves to travel, often to New Zealand where he has a large extended family. An avid walker, James remains fit exploring Australia’s national parks and further afield. Past itineraries have included Iceland, Denmark, Germany, Morocco and England, while he has plans to experience China and the East Coast of the USA in future.
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