Our Team

James Smith – Director, Principal Adviser

James Smith is the founder, Managing Director and Principal advisor for North West Wealth Management. His expertise lies in the areas of Estate planning, Superannuation, investment and personal insurances. He is assisted by a team of experienced advisors and administration staff. He has more than 20 years experience in financial services

After graduating from University in 2002, James joined Westpac Agribusiness as a graduate trainee and progressed through to being Regional Manager Credit in the North West before leaving in 2006 to pursue a career in finance and consulting. He grew the loan book of the business to around $180 million. He then commenced the wealth management business in 2010 as the demand for other services continued to grow.

James is married to Joan and has 3 young boys who are mad on sport. In his spare time he enjoys golf, fishing and running a small grazing property south of Tamworth.

James holds a Degree in Commerce, a Diploma in Financial Planning and a Diploma in Mortgage Broking.

Lee-Anne Parker – Senior Financial Adviser

 

 

 

Amanda Perkins – Practice Manager

 

 

 

Maree Lyon – Client Services Manager

 

 

 

Rebecca Jordan – Client Services Officer