About James Parame

Involved in over 17 years in the financial services industry, James’ success is credited to sound ‘grass roots’ experience. James has worked in the corporate accounting and financial services industry since 2007. Having worked in both large corporate accounting firms to small boutique practices and more recently running his own financial planning practice prior to joining KHI, James is an expert in strategic advice and concept modelling, superannuation (including SMSF’s), insurances, investments, cashflow management and strategy development.

As James puts it, he “loves to chat.” His expertise and breadth of knowledge sees him advising all levels of people from those just starting on their wealth creation journey to high net worth individuals to those retiring and looking to wind down. James just wants to chat to everyone.

Qualifications

• Certified Financial Planner® Professional – CFP®
• SMSF Specialist Advisor – SSA®
• Bachelor of Business (Accounting), sub major Financial Planning

Specialist Training Courses

• Self Managed Superannuation Funds Accreditation
• Margin Lending Accreditation
• Professional Memberships
• Financial Advice Association of Australia (FAAA)
• Self Managed Super Fund (SMSF) Association Tax Practitioners Board (Financial) Advisor

James Parame (Rep No. 409072) has been appointed as an authorised representative of Advisory Circle Pty Ltd (Advisory Circle) AFSL No.513052.