James Mottram B.Comm Econ Grad DipFP CFP
Senior Financial Planner
We were very excited to welcome James to the team in September 2018.
James is exactly what we believe the future of Financial Planning looks like, which is why we sought him out!
Tertiary qualified with a degree in Commerce (Economics), qualified in Financial Planning to the highest attainable level (CFP), highly intelligent and absolutely focused on assisting clients to reach their goals using strategies and tools which are tailored to our clients' needs.
He's also a really good guy, which is another one of our non-negotiables.
With 11 years experience as a Financial Planner across both private firms and bank teams, James has developed finely tuned skills in his roles, and has been consistently rated 'A' for compliance.
James embodies our key business goal, which is to elevate the role of the professional Financial Planner, and to bring to our clients a Financial Planning service which is entirely about them. Client first, client focused, always.
James is a South Coast local, married to Julia, with two beautiful little children.
He is very excited to be stepping into a position in which his own morals, ethics and business principles are entirely on par with our own. We are accountable to our clients, we value our clients, and above all, we care about our clients and their futures.
Jade and Andrew Webb
Jade and Andrew are the partnership behind the business name.
Passionate about their clients, their want for them is the most effective, efficient, and personal approach to financial advisory services.
With a background on the licensing side of Financial Planning, and having worked in business development with hundreds of Financial Planning firms across Australia, Jade knows what she wants for her firm's clients, and it is her mission to deliver a financial planning experience that is second to none.
Jade and Andrew will manage the business, oversee the planning team as it continues to grow, and will work closely with the Licensee, Financial Wisdom Limited, to ensure our clients benefit from a premium financial advisory service.