Your Adviser

James Stewart

Principle Financial Adviser | Founder of JMS Advice

James brings over 15 years of rich experience to the world of financial planning, with a career that has spanned various facets of the financial services industry. His comprehensive understanding of the field enables him to craft innovative financial and retirement planning solutions tailored to each client's unique needs and goals.

With a strong educational background, James holds a Masters of Applied Finance, a Bachelor of Business (Finance), and an Advanced Diploma in Financial Services (Financial Planning). His academic achievements are a testament to his commitment to continuous learning and professional growth.

Before founding JMS Advice, James spent a decade working as a Financial Planner at Maritime Super, a profit-to-member superannuation fund now known as Hostplus. During this time, he honed his skills in investment strategy, retirement planning, and wealth creation, building a reputation for excellence and integrity.

James takes immense pride in his ability to guide clients through the complex world of finance, helping them make informed and confident financial decisions. Whether working with individuals, families, or businesses, James's personalised approach ensures that each client receives the attention and expertise they deserve.

At JMS Advice, James continues to lead with passion and dedication, offering a wide range of services that include retirement planning, wealth creation, wealth protection and more. His client-centric philosophy, coupled with his extensive industry knowledge, makes him a trusted adviser for those seeking to secure and grow their financial future.

Outside of his professional life, James wears many hats as a father, a farmer, and a devoted family man who cherishes quality time with loved ones. His holistic approach to life and work is more than a philosophy; it's a daily practice that reflects his deep belief in the importance of balance and well-being. Whether tending to his family farm or nurturing family relationships, James's multifaceted interests enrich his perspective and infuse his professional guidance with genuine empathy and understanding.

With James at the helm, JMS Advice stands as a beacon of financial wisdom and reliability, committed to empowering clients to achieve their financial dreams.