James Li

James commenced in financial planning in 2013 and has worked across multiple roles in the industry, gaining broad experience and insight into delivering client value. He enjoys fostering genuine connections, developing tailored strategies and supporting the provision of sound, holistic financial advice.

With a background in asset management and experience at MLC, KPMG, CBA and Telstra Super, James brings a strong appreciation for portfolio design and modern portfolio management solutions. He holds a Bachelor of Commerce from Monash University and became a Certified Financial Planner in 2017.

Outside of work, James keeps a busy social calendar with a close circle of friends. He’s an accomplished pianist and until recently, taught beginner classes.