James McGregor CFP®, DipFP, BA(Ec), FFin, FAICD

Managing Director

James is the Managing Director of our firm and has over 25 years’ experience in the financial planning profession. He is a Certified Financial Planner® professional with the Financial Planning Association of Australia. He is well supported by other academic qualifications including Bachelor of Arts (Economics) and a Diploma of Financial Planning. He is also a Fellow of the Financial Services Institute of Australasia.

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  Location: sydney