Wealth Management Adviser
James provides investment advice to a range of high net worth individuals, charities, families and trustees across Otago and Southland. He enjoys building long-lasting relationships and helping clients manage their money, grow their wealth and achieve their financial goals.
James works with business partner Selwyn Smith to provide discretionary and investment advisory services to a full range of broking and portfolio management clients.
James joined the Jarden team in April 2020, after more than 13 years’ experience in financial markets and banking in both New Zealand and Australia. He has a strong financial relationship management and investment banking background previously working for both BNZ Private Bank and Macquarie Private Wealth.
James enjoys being active outside the office and enjoys golf, skiing, hunting, fishing and spending time with his family.
James has a BCom (Finance) from the University of Otago and a Diploma in Financial Planning, he is an Authorised Financial Adviser and NZX Adviser.
Phone: +64 27 369 0048