James Tang

Senior Investment Strategist

James Tang

James, an experienced ex-financial planner, brings over 15 years of expertise and holds a Certified Financial Planner accreditation. With a deep sense of pride and personal satisfaction, he assists individuals from all walks of life in achieving their financial goals, going beyond numbers to provide comprehensive guidance. 

His qualifications include a Diploma of Mortgage and Broking, an MBA, an Advanced Diploma of Financial Services and a Bachelor of Applied Science. This diverse educational background equips him with a comprehensive understanding of the lending landscape and enables him to offer sound financial advice to clients. 

His fluency in Mandarin, multifaceted expertise and dedication make him a trusted specialist who is committed to helping individuals navigate the complexities of finance and build a solid foundation for their financial future. 

James serves as a Justice of Peace in NSW, demonstrating his commitment to community service. Alongside his dedication to helping people build a secure financial future, he enjoys traveling, fine dining, fishing, camping, tennis and cherishing quality time with his family. 

James Tang