James Meehan
An experienced financial services professional, previously with J.P. Morgan, Macquarie, BT and Ord Minnett, who moved into financial advice in 2018.
Areas of focus
- Wealth building strategy
- Lifestyle protection
- Retirement planning
- Long-term financial security
About James
James is an experienced financial services professional with a strong background working for leading multinational firms including J.P. Morgan, Macquarie, BT, and Ord Minnett, before transitioning into financial advice in 2018.
James takes great pride in helping clients build wealth, protect their lifestyle, and move from retirement uncertainty to clarity and confidence.
James' approach is grounded in understanding each client's goals and creating strategies that support long-term financial security and peace of mind.
Qualifications
- ✓BA Commerce, majoring in Financial Planning
- ✓Diploma in Financial Planning
- ✓Member, Association of Independently Owned Financial Professionals
- ✓Financial adviser since 2018
Meet the rest of the team
Kate De Zoysa
Over a decade of financial planning experience, helping clients navigate everything from wealth creation to retirement with confidence.
Maria Gracia Cevallos
Holds an MBA and brings business management and client services experience, coordinating documentation and supporting delivery of client strategies.
Hazel Nguyen
Holds a Bachelor's degree in Auditing and brings experience across auditing and accounting, supporting administration and process coordination.