James has over 16 years' experience in the financial and business services industry in Melbourne, Sydney and London. He holds a Bachelor of Commerce degree (Finance & Economics), Advanced Diploma in Financial Services (Financial Planning) and is a Certified Financial Planner (CFP). He is the founder of Stephen & Partners Wealth Management, an independently owned financial planning firm with clients from Australia and overseas. He is a specialist in the financial planning needs of small business owners.
Jan 10, 2012
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