Background
James Marshall is a Director of Stratus Financial Group, Financial Planning Contributor and Director of Resources Unearthed, Co-Founder of Executive Strategies and an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306.
Qualifications
Executive Positions
Professional Memberships
Skills
Awards
About James
James is a highly qualified, award-winning Financial Planner and Executive Share Scheme (ESS) strategist advising executives, professionals, business owners and expatriates predominantly in mining and resources as well as executives in ASX listed companies, health, finance, technology, construction and pharmaceuticals.
He specialises in complex financial planning commonly associated with very high earners who are by nature time poor and working in pressurised roles in Australia and overseas.
A Master of Applied Finance in Financial Planning and a Certified Financial Planner (CFP®) James has achieved the highest designation in financial planning in Australia – a qualification that is recognised professionally in 26 countries.
A pioneer of truly holistic financial advice since 2014, he proactively addresses any matter that has potential to impact his clients’ overall financial circumstances.
For leaders in mining and resources these commonly include executive share schemes (ESS), family office, intergenerational wealth transfer, business advice and expatriate services that have important and wide ranging legal and tax impacts.
James describes his role as a financial adviser, professional sounding board AND central coordinator/ liaison responsible for managing relationships and facilitating often-complex information transfer between his clients and aligned professionals.
This much-valued approach alleviates a significant time burden for his clients and strives to deliver well integrated and seamless financial planning that’s focused on delivering the best possible outcomes.
Committed to continuous financial education, James who is a guest lecturer and prior tutor at Brisbane’s Queensland University of Technology (QUT) and Griffith University, actively contributes to the educational journey of the next generation of aspiring ‘holistic’ financial planners. He provides financial planning master classes for his own team, and shares his considerable knowledge and insights through articles, webinars and podcasts with his clients and online community of over 10k followers.
In 2021, James was the recipient of the coveted ifa (Independent Financial Advisers) 2021 Holistic Adviser Award. A national award recognises the inter-connectedness of advice and collaboration between a range of professional disciplines driven by the financial adviser to achieve the best possible outcomes for clients.
In 2023, he was the recipient of another national accolade, this time Financial Adviser of the Year awarded by Fortnum Private Wealth. But he’s always quick to point out his success is directly connected to being a director of Stratus Financial Group, a multi-award-winning financial planning business that consistently strives for excellence with a highly supportive team.
Here's What James' Clients Say
“James is highly intelligent and has an acute knowledge of financial opportunities. He is constantly thinking of and enquiring into different options for us. Having lived in a number of countries and having accumulated financial obligations world-wide, he is quick to maximise our financial options to get us the best results over a range of commodities.”
“Over the past five years our financial services needs have evolved from simple risk management products and superannuation portfolios to a relatively complex self-managed superannuation fund integrated with our insurances and estate planning needs. The future proofed bundle of products put in place by James has enabled us to transition easily through each phase of this process as our needs evolved and legislation changed. We now benefit from a robust and secure financial future that enables us to enjoy the present.”
“During Covid times when things have been exceptionally difficult for us, James has gone beyond his call of duty. He has checked in on how we are coping being separated with my husband in Australia and me stuck in Canada, showing a level of care and consideration is not often found …”
“James discovered we had paid double tax on a significant number of international shares. He worked tirelessly to get the overpayment refunded*. This was greatly appreciated as he took all the stress of dealing with this away from us.”
