James discusses a scenario where a client was sold ‘off the plan’ apartments by a property spruiker to fund his total retirement plan.
Independent Financial Advisor
James Stephan, a Member of the Financial Planning Association, holds a Bachelor of Business in Financial Planning (Distinction) and is a Certified Financial Planner. With experience in institutional financial planning firms and boutique style firms James’s most recent position was with The Money Managers as a Technical Researcher where he prepared research papers on technical issues within the financial planning discipline. James’ areas of specialisation include superannuation and taxation planning.