James Li

James commenced in financial planning in 2013 and has operated in multiple roles across the industry, gaining much experience and insight into delivery of value to the client. With a Bachelor of Commerce from Monash University and attaining the Certified Financial Planner designation in 2017, James enjoys fostering genuine connections with clients, developing tailored financial strategies and supporting the provision of sound and holistic financial advice. His time in the asset management space has given James an appreciation for the design of portfolios and the latest and greatest in portfolio management solutions. Hailing from corporates such as MLC, KPMG, CBA and Telstra Super, he is no stranger to the advice space and looks forward to supporting clients live their best financial lives.

When not at work, James runs a busy social schedule with a tight circle of friends. He is an accomplished pianist and until recently, taught beginner classes.

CFP®, BComm