Financial Adviser, Authorised Representative of Count Financial Limited
I always take the time to really get to know and understand my clients’ personal and financial goals. In doing so, I can develop a holistic plan to manage and shape their financial futures. I think it’s important to coach and educate people in finance. I like simplifying complex financial information and leaving my clients more in control of their assets. It’s important to me to know they’re confident and comfortable with the plans we put in place.
When I’m not working with clients, you’ll find me enjoying the great outdoors. I love the beach, camping and playing soccer and touch football. I like catching up with friends and family and supporting the Cronulla Sharks and Everton FC.
I specialise in:
Superannuation & Retirement Planning
Investment Portfolio Management
Personal Risk Insurance
Cash Flow Modelling
James Brown is an Authorised Representative of Count Financial Limited.