James has been a part of the Evans and Partners team since 2013. After gaining exposure to many facets of the firm, including a long-term role in the Operations team, he transitioned into the Private Wealth Management team in early 2018.
Through his role he provides wealth advice to private clients across a range of asset classes, specialising in domestic and international equities. James works with clients to grow their wealth in a sustainable manner, ensuring each and every investment portfolio is tailored to meet their specific financial objectives.
He has a Bachelor of Commerce majoring in Finance and a Bachelor of Arts majoring in International Relations from Deakin University, along with obtaining his RG146 qualification from the Stockbrokers Association of Australia.