James Drysdale

Written By Collaborative Digital
Financial Adviser, Financial Advisor, Wealth Management, Investment Management, Mortgage Broker, Doctors Insurance, Personal Insurance

FINANCIAL ADVISER

James applies his technical experience and knowledge to develop optimum strategies and holistic wealth management advice for new and existing clients. He develops and constructs comprehensive medium and long-term wealth accumulation strategies that are tailored, researched and technically accurate, and valuable to our clients. James also uses his knowledge of macroeconomic and market themes in constructing and managing client portfolios.

James’ academic and professional qualifications:

  • Bachelor of Business Management (Real Estate and Development), University of Queensland

  • Bachelor of Commerce (Accounting), University of Queensland

  • Graduate Diploma of Financial Planning, Kaplan Professional

 
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