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James Lindberg

Director - Investment Adviser, PWM

James has worked in the financial services industry since 2012, assisting and advising clients on portfolio design.  

With a strong belief that trust is central to having a productive advisory relationship, James endeavours to make every client relationship long lasting. This means delivering an exceptional level of service and providing valuable, high quality investment advice. He seeks to deliver a behavioural and analytical advantage to investors navigating investment markets and managing their wealth.  

James holds an MBA from the Melbourne Business School, alongside a Bachelor of Business with a major in Banking and Finance. He has also completed a Graduate Diploma of Financial Planning and is RG146 qualified. 

James completed the FASEA Financial Adviser Exam in August 2020.

P: +61 3 9235 9712