James Li
Financial Adviser
Specialising in
Working at
James is a financial adviser offering clients more than 20 years’ experience.
His area of expertise is General Insurance, home, contents and motor, as well as Business Insurance, Risk insurance, life, trauma, and income protection; Health insurance and Lending/Mortgage insurance.
He loves helping people achieve their financial goals, protecting the precious possessions and achieving financial independence.
James has a Diploma of Business and National certificate / Financial services. Importantly, he keeps up to date with current practicing certificates through regular training and industry and registration changes.
He is a family man and is keen on tennis, swimming and bush walking.