Financial Planner & Principal
James has an impressive career in financial services spanning over four decades. With nine years as a Financial Planner and 40 years as an accountant under his belt, James has built a wealth of knowledge and experience that is invaluable to our clients at Retirewise.
Holding a Diploma in Financial Planning, James is an Associate Member of the Financial Advice Association Australia (FAAA), a Registered Tax Agent, and an Associate (APIA) of the Institute of Public Accountants.
His extensive background and qualifications equip him to provide top-tier financial advice to Australians looking to secure their financial future.
James is passionate about building long-term relationships with clients and watching them grow financially. He values trust as the foundation of these relationships and finds immense satisfaction in being the go-to person when clients face financial issues, whether good or bad. James takes pride in the fact that many of his long-term clients have become like family members over time.
One of James' most rewarding experiences as a financial planner is discovering, building, and implementing strategies that measurably improve clients' lives. His goal is to continue growing a business built on lasting relationships and a commitment to excellence.
James' personal work philosophy revolves around always maintaining an ethical stance while being open to new methods, technology, and opportunities.
To learn more about James Bouzios and his professional journey, connect with him on LinkedIn.
With over 7 years of experience as a financial planner, Peter has a wealth of knowledge and experience in demystifying financial planning and helping clients understand their options for achieving their goals.
He holds a Diploma in Financial Planning, a Bachelor of Applied Finance (Financial Planning), and is a CERTIFIED FINANCIAL PLANNER® professional (CFP®).
Peter's passion lies in sharing his knowledge and experience with clients to help them achieve their goals.
He finds it rewarding to collaborate with clients to plan how they can achieve their goals, empowering the client and satisfying him personally, particularly when preparing and presenting comparisons and projections.
One of his good news stories involves a client who was hesitant to resign until they received reassurance from Peter about their secure retirement.
Peter's goals include growing with the business in building long-term client relationships, utilising emerging technologies to enhance the planning process, and becoming involved in training and educating the next generation of planners.
His personal work philosophy is to always be teachable, adaptable, open to other points of view, and collaborative.
At Retirewise, Peter and his team believe strongly in a collaborative experience with their clients. They view their job as planners to not only advise but also demystify, educate, and motivate the client so they feel capable of making the right financial decisions themselves.
To connect with Peter Dickinson, you can find him on LinkedIn.