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James Massey

Financial adviser

Jim spends most of his time working in the financial planning side of the business — as well as dealing with complex lending situations.  He loves detail and working out solutions that make a profound impact on the results for his clients.  His qualifications include:

  • Bachelor of Mechanical Engineering
  • Master of Divinity
  • Graduate Diploma of Financial Planning
  • Diploma of Finance and Mortgage Broking Management
  • Certified Adviser - Property Investment Assoc. of Australia
  • Tax (Financial) Adviser

Clients Say

Awesome service! It's refreshing to deal with someone who walks In integrity! Adelle - Facebook
Professional. Down to earth. Affordable. Ethical. Hannah - Facebook
Trustworthy and reliable. Marnie - Facebook
Jim didn't just go the extra mile for us as first home buyers but went a few extra miles after that. Couldn’t speak highly enough of the service. Peter - Facebook