Elizabeth James

Liz has over 30 years’ experience in the financial services industry in Australia. Liz spent many years as a senior financial planner and other senior roles in the financial advice and compliance space. 

Liz has successfully built and maintained strong client and business relationships during her career and prides herself in meeting and exceeding client requirements whilst implementing continual improvements. 

Liz is a member of the Financial Planning Association and holds and Advanced Diploma of Financial Services.