James Ellis
Team Leader & Senior Financial Adviser
Education – CFP®
Albury
Experience
James joined FM Financial in February 2022 , James has completed the Certified Financial Planner (CFP) qualification with the Financial Planning Association (FPA) off the back of doing a Bachelor of Business with CSU & Diploma in Financial Services, and has been an Financial Advisor for over 9 years (with FM since 2022). James loves the satisfaction of improving his clients understand of their financial positions & highlighting their opportunities.
James has an extensive list of academic achievements and a passion for educating his clients, James is an ideal partner to help you towards your goals.
About James
Away from the office, James enjoys spending time with his wife and two daughters, including taking the girls water skiing, for a round of golf & coaching at the local Auskick.
James grew up in Henty, NSW and has been heavily involved in community sport including playing, coaching & committee positions throughout his life.
Although you’re more likely to find James watching the Cricket than a game of football, he is a Port Adelaide supporter and enjoys trying to get to a State of Origin game each year.
Services
James has expertise in a broad range of Financial Planning Services which include:
Superannuation - Creating a tailored superannuation plan and advising on whether SMSF is for you
Retirement planning – Understanding clients financial freedom goals and creating a tailored retirement plan to help you achieve your retirement lifestyle and goals
Investments - Discuss and analyse your investment portfolio, and recommend the best balance for you using combinations of superannuation and non-superannuation strategies.
Personal Insurance - Assisting clients in building adequate protection, reducing risk and creating a sense of security for their family and lifestyle.
Aged Care – Can assist you in making sense of the aged care system and help you manage expenses, assets and the estate to relieve your stress of entering aged care.
Contact
Phone: 1300 763 544 or 02 6041 1177
Email: fmalbury@fmfinancial.com.au