James Thomas

Senior Financial Planner
My Adviser Profile and FSG

Adv. Dip FS (FP), SMSF

James holds an Advanced Diploma of Financial Services (Financial Planning), a Cert IV in Business Administration and is an accredited Self-Managed Super Fund adviser.

With a Business Analyst background, James joined Platinum Strategies in 2015 with 5 years in the Financial Services industry.

James specialises in superannuation, self-managed super funds, retirement planning and capital adequacy, managed investments and risk protection. James holds close relationships with his clients, working collaboratively with their trusted professional associates, advising them to make informed and educated decisions through the ever changing financial environment.

James has developed and works closely with an extensive network of professional services.  He provides advice to his clients, based throughout Australia in rural and city areas in SA, VIC, NSW, QLD and WA, utilising industry leading technology.

James is an Authorised Representative of Millennium3 Financial Services Pty Ltd.