James is an expert in the financial advice field. Here is how:

• An unparalleled Financial Markets background

• An Honours Degree in Economics

• A Market Service Licence from the Financial Markets Authority

• Offices in Tauranga and Auckland

• Not tied to any Financial Provider, Bank, Fund Manager or Insurer.

• Very approachable

Work History:

• Foreign Exchange Banking – San Paolo Bank -  London - 1990 to 1991

• Bond Trading – Bonds Trading for Mitsubishi Trust London -1991 to 1993

• Business Development Manager –Financial Markets Specialist, Reuters UK - 1994 to 2001

• Telecom NZ - Account Manager Gen-i - 2002 to 2006

• Tutor – Bay of Plenty Polytechnic and Waikato Business School 2008

• Financial Adviser & Principle of Morgan Steel Financial Services Limited Trading as SHARE 2007 to Present

I provide a personal financial planning service, integrating the following elements seamlessly and clearly.

• Independent Portfolio Services

• Diversified Portfolio Recommendations and monitoring

• Discretionary Investment Management Service

• Integrating Independent Research

 Investment Advice:

• Full Retirement and Planning service

• Goal Setting

• Investment planning and implementation.

• Income from Funds analysis and recommendations

• UK Pension Transfers

• KiwiSaver

• Risk/ Reward examination.

Risk Advice:

• Analysing Risk Coverage

Personal Life

• James plays 11 aside football in the vet soccer Leagues

• James is married to Lucy and runs around with his boys Jonny and Jacob.

• James is the past Chair of the Street Kai Association, bringing healthy food and connections to the homeless of Tauranga

• James is the Treasurer of The Tauranga Housing Advocacy Trust.