Stephen James
Partner, Financial Planning
About Stephen James
After the shock of a major health scare in his immediate family, Stephen made the decision to sell his very successful financial planning business that he had founded and spent many years building.
After travelling the world with his family to fulfil a lifelong dream, he then received news of a new medical management strategy. As a result, Stephen decided to start over again as a financial adviser. He joined KHI Partners in April 2021 and is an accredited representative of Lifespan Financial Planning.
To quote Stephen “I feel so privileged to have faced such a significant event with my family and be blessed with a positive outcome. It was such a relief knowing that we had that security and peace of mind when we needed it most – it was lucky I had listened to my own advice and done rigorous planning for unforeseen circumstances.”
“I want for my clients that same sense of security for themselves and their families that I was fortunate enough to experience. It makes me feel incredibly happy to be able to guide my clients on their own journey, knowing that I have played a part and provide them with the knowledge and belief that everything will be alright, as it has been for my own family.”
“My greatest passion in life is my family. The future looks bright and my experience is that dreams are possible and I get up each day knowing that I’m helping people make their dreams come true.”
His qualifications include:
- Bachelor’s Degree, Economics (Accounting and Finance) from Macquarie University
- Diploma of Financial Planning, Financial Planning and Services from Deakin University.
Stephen’s association with Lifespan FP:
- Authorised representative of Lifespan Financial Planning Pty Ltd AFSL No.229892.