Stephen James

Stephen James Email and Phone Number

Financial Adviser Partner - KHI Partners | CEO & Founder Generation Beyond | @
Stephen James's Location
Greater Sydney Area, Australia
Stephen James's Contact Details

Stephen James phone numbers

About Stephen James

My greatest passion in life is my family. Married with two beautiful children, my wish is to try to create a life of joy and happiness for my family and enable them to see their dreams come true. So, with the shock of a major health scare in my immediate family, I made the decision to sell my very successful financial planning business that I had spent years building, but you do what it takes to achieve your goals and objectives; it was our dream - to travel the world together as a family.I was lucky, I had listened to my own advice, the same advice that I had been providing my clients for some time; advice that was now keeping my family and our finances in good shape due to some careful planning many years prior. We returned from our family adventure, the trip of a lifetime and our doctors were able to provide us with a medical solution, which we continue to manage each day. It also allowed me to have a clear vision for my family and let me start again in the business of being a financial adviser.I feel so privileged to have faced such a significant event with my family and be blessed with a positive outcome. It was such a relief knowing that we had that security and peace of mind when we needed it most. So, from this experience, Generation Beyond evolved. What I understand is that dreams are important when you face a crisis. It is my desire to help the people I work with make smart financial decisions that will help them reach their dreams. I want for my clients that same sense of security for themselves and their families that I was fortunate enough to experience. It makes me feel incredibly happy to be able to guide my clients on their own journey, knowing that I have played a part and provide them with the knowledge and belief that everything will be alright, as it has been for my own family. The future looks bright and my experience is that dreams are possible and I get up each day knowing that I’m helping people make their dreams come true.

Stephen James's Current Company Details
KHI Financial Planning (Parramatta)

Khi Financial Planning (Parramatta)

Financial Adviser Partner - KHI Partners | CEO & Founder Generation Beyond |
Stephen James Work Experience Details
  • Khi Financial Planning (Parramatta)
    Partner - Khi Partners
    Khi Financial Planning (Parramatta) Apr 2021 - Present
    Parramatta, New South Wales, Australia
  • Generation Beyond Pty Ltd
    Ceo And Founder
    Generation Beyond Pty Ltd Mar 2014 - Present
    Sydney, Australia
    Generation Beyond was founded to help our clients and their families make smart financial decisions about their finances, to enable them to achieve success, whatever shape that takes. I consider myself as a financial coach, there to guide my clients on their own unique journey to financial wellness and achieve the lifestyle experiences they have always dreamt about. To achieve this, Generation Beyond, is focused on financial strategy development and objectives based advice, to craft highly personalised and individually designed financial solutions for our clients. My passion is in the Self Managed Super Fund (SMSF) and Retirement Planning advice space, where I can provide strategy driven results for my clients that often exceed their expectations, with a specific focus on wealth preservation, wealth accumulation and intergenerational wealth transfer.
  • Sme Association Of Australia
    Nsw State Comittee Member
    Sme Association Of Australia Mar 2015 - Jun 2016
    Sydney, Australia
    The SME Association (SMEA) of Australia is a not for profit association that exists to support a diverse range of business owners and entrepreneurs of all ages, who run start-ups, small businesses and medium enterprises (SME's) and whose mission is to help them connect, grow and prosper.
  • Stephen James And Associates Pty Ltd
    Managing Director & Senior Financial Adviser
    Stephen James And Associates Pty Ltd 2000 - Mar 2014
    Sydney, Australia

Stephen James Skills

Financial Advisory Asset Management Wealth Preservation Planning Wealth Accumulation Smsf Advice Relationship Management Intergenerational Wealth Transfer High Net Worth Individuals Portfolio Management Retirement Planning Advice Business Strategy Client Development Investment Advisory Entrepreneurship Wealth Accumulation Strategies Strategic Financial Planning Multi Generational Wealth Transfer Estate Planning Advice Financial Coaching Investment Planning Advice Marketing Strategy Superannuation Team Leadership Superannuation And Rollover Advice Personal Insurance Advice Strategy Financial Services Investment Strategies Financial Strategy Smsf Retirement Planning Wealth Management Independent Financial Advice Risk Management Wealth Financial Planning Business Relationship Management

Stephen James Education Details

  • Macquarie University
    Economics (Accounting And Finance)
  • Deakin University
    Financial Planning And Services
  • Kaplan Professional
    Kaplan Professional
    Self Managed Superannuation Funds (Smsf) Program
  • Kaplan Professional
    Kaplan Professional
    Margin Lending Program
  • Kaplan Professional
    Kaplan Professional
    Accredited Listed Product Adviser Program
  • Finsia (Previously Securities Institute Of Australia)
    Finsia (Previously Securities Institute Of Australia)
    Securities Institute Of Australia Certificate Course

Frequently Asked Questions about Stephen James

What company does Stephen James work for?

Stephen James works for Khi Financial Planning (Parramatta)

What is Stephen James's role at the current company?

Stephen James's current role is Financial Adviser Partner - KHI Partners | CEO & Founder Generation Beyond |.

What is Stephen James's direct phone number?

Stephen James's direct phone number is +614388*****

What schools did Stephen James attend?

Stephen James attended Macquarie University, Deakin University, Kaplan Professional, Kaplan Professional, Kaplan Professional, Finsia (Previously Securities Institute Of Australia).

What are some of Stephen James's interests?

Stephen James has interest in Children, Human Rights, Environment, Poverty Alleviation, Technical Analysis.

What skills is Stephen James known for?

Stephen James has skills like Financial Advisory, Asset Management, Wealth Preservation Planning, Wealth Accumulation, Smsf Advice, Relationship Management, Intergenerational Wealth Transfer, High Net Worth Individuals, Portfolio Management, Retirement Planning Advice, Business Strategy, Client Development.

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