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SMSF Specialist Adviser SSAJames is the Managing Director of Millhaven and has been in the financial services industry in Australia for the past 20 years. He is a Self Managed Superannuation Specialist Adviser with SMSFA. Before entering the financial services industry in Australia James established 6-year tenure as an asset recovery specialist for the Insolvency industry in the UK working for The Millbank Group UK Ltd. Working directly with The Insolvency Service, Independent Insolvency Practitioners such as Radfords, BKL Tenon and Price Waterhouse Coopers and The High Court in the capacity of a Sheriffs' Officer, James has taken his experience in dealing with companies and individuals facing insolvency and personal bankruptcy on a day to day basis and has used this to aid his present and future clients in 'what not to do' as well as 'what to do'. Why do I think there is clear blue water between Millhaven and some other Financial Planning firms?"Firstly because we go the extra mile to find the best solution and strategy, not simply the most convenient one. Secondly, we understand that financial matters can be daunting, and first and foremost it's about people in uncharted territory who need reassurance, service and sound advice that fits their beliefs." What do you feel allows you to relate to your clients?"Well, I am married have 3 children, plus I have investments and a mortgage, so I understand some of the concerns and challenges facing families and those looking to build their futures.Specialties: Self Managed Super Funds, Small Business Owners and Medical Professionals
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Partner, Senior Client AdvisorPsk Private Wealth Sep 2023 - PresentLevel 12, 25 Martin Place, Sydney, Nsw, 2000 -
FounderMoneyhaven Jul 2015 - Sep 2023Sydney, AustraliaHelping individuals take back control of their cashflow
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Managing DirectorMillhaven Financial Services Jan 2006 - Sep 2023Pymble, NswMillhaven is committed to providing the ultimate in strategic and technical planning, as well as servicing each client’s unique ongoing needs. In order to maintain our high standards, your Planner is trained to understand the importance of an in depth analysis of your goals and circumstances that will form the basis of your financial strategy. We feel that we have something to offer every client, some may be in a position that require little or no help and that is the reason we always maintain ‘if it ain’t broke don’t fix it’! Therefore we will build upon the good and established sections of your portfolio and advise alternatives for the unproductive parts.
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Financial PlannerGuardian Asia Pacific Dec 2004 - Jan 2006General financial advice to clients
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Property ConsultantW Consultancy Oct 2002 - Dec 2004Property Analyst
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Property ConsultantResponse Real Estate Apr 2002 - Oct 2002Baulkham HillsReal Estate Sales
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DirectorMillbank Auctioneers Limited Feb 1999 - Feb 2002Insolvency and Corporate Recovery Specialist
James Williamson Skills
James Williamson Education Details
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SpaaSelf Managed Super Funds -
Securities InstituteAdvanced Diploma In Financial Services -
Resource Sciences -
King Edward'S
Frequently Asked Questions about James Williamson
What company does James Williamson work for?
James Williamson works for Psk Private Wealth
What is James Williamson's role at the current company?
James Williamson's current role is Partner, Senior Client Adviser.
What is James Williamson's email address?
James Williamson's email address is ja****@****.com.au
What is James Williamson's direct phone number?
James Williamson's direct phone number is +612944*****
What schools did James Williamson attend?
James Williamson attended Spaa, Securities Institute, Kingston University, King Edward's.
What are some of James Williamson's interests?
James Williamson has interest in Politics, Science And Technology, Economic Empowerment, Health.
What skills is James Williamson known for?
James Williamson has skills like Investments, Superannuation, Financial Planning, Portfolio Management, Small Business, Smsf, Fixed Income Strategies, Aged Care, Retirement Planning, Lrbas, Strategic Financial Planning, Equities.
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James Williamson
Co-Founder @ Orijin Plus | Connected Packaging Platform - Connecting Cpg Brands With Their ConsumersGreater Perth Area2orijinplus.com.au, compassmarkets.com -
1mzlinvestments.com.au
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1wentworthwilliamson.com.au
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1investec.com.au
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