James has worked in various roles within the financial services industry for over fifteen years. Specialising in self-managed superannuation funds, retirement planning, technical strategies and managed investments.

James has extensive experience in superannuation and strategic planning and a strong interest in complex planning situations including self-managed superannuation funds, Family Trusts and Private Companies.

James works in financial advice to assist others in achieving their personal and financial goals. He enjoys the fact that it is an ever-changing industry that continues to present issues for discussion. James is passionate about improving people’s lives by providing them with confidence in relation to their finances.

Besides from work James is a sport tragic, who follows the Arsenal football club and also the Essendon Bombers. James also enjoys coaching soccer at the Essendon Royals Soccer Club.


  • Graduate Certificate of Financial Planning
  • Graduate Diploma of Applied Finance
  • Bachelor of Business (Law)
  • Bachelor of Business (Banking and Finance)
  • Certified Financial Planner (CFP®)
  • SMSF Accreditation


  • Member of the Financial Planning Association of Australia (FPA)
  • Member of the SMSF Association

Contact Info:

Phone: (03) 8627 1771

Email: james.silverstein@spw.com.au