James leads the Canberra Family Wealth Management team to deliver strategic financial and investment advice for clients to optimise their wealth for retirement. He also co-manages the firm’s Canberra office, taking the local lead on recruitment, mentoring, business development and community involvement.
James sees his relationship with clients as a long-term one and is dedicated to providing prompt attention to their queries whilst being proactive in providing everything they need to make informed decisions about their investments.
Combining a passion for investing with a natural ability for client service, James provides investment advice in line with clients’ individual goals and risk profile.
During his career with Dixon Advisory, James has advised clients on investments across a range of asset classes including cash, fixed interest, property, Australian and international equities. He began his long tenure within the Accounting team before moving into Investment Advisory and his current role as Executive Director.
James has a Bachelor of Commerce from the University of Canberra, a Graduate Diploma in Applied Finance and Investment and a Graduate Certificate in Financial Planning from Kaplan. He completed his FASEA Financial Adviser Exam in August 2020.