Jim has been working with Boston for over 10 years. He is licensed to advise on Fixed Interest, Australian Shares, ETFs, Australian and International Managed Funds and Superannuation.

Jim devises strategies for people approaching retirement or wanting to set wealth creation goals, and designs client portfolios to meet their specific goals such as tax-effective wealth accumulation or retirement income. Jim advises in respect to Self-Managed Superannuation Funds and works collaboratively with your accountant to explore and capitalise on opportunities to maximise your financial outcomes.

Jim is a Certified Financial Planner and has a Bachelor’s degree in Economics from the University of Queensland, and a Diploma of Financial Planning.

Jim lives on the Gold Coast with his wife, young family and two Golden Retrievers, is a keen foodie, and enjoys travel when he can.