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Are you looking for a trusted partner who can work business owners and connect you to a range of bank and non-bank funders to enable your business and personal wealth goals to be realised". As Principal and Wealth Manager at Yellow Brick Road Balmain, James and his team are passionate about providing clients with a pathway to financial success through trusted long-term relationships. He prides himself on being able to work on a range of client needs from: First Homebuyers; Investors & Business Owners with complex requirements. With over 30 years of Banking & Finance experience James brings a wide range of financial learnings to his clients, having worked with diverse individuals and businesses while employed at Westpac, Virgin Money, Unilever & in his own business. He holds a Bachelor Degree in Economics and has a Certificate IV in Mortgage Broking.
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