James Williamson

Background

About James Williamson

SMSF Specialist Adviser SSA James 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