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.
Amanda Perkins – Client Services Manager
Amanda is an integral part of our team being 1st line customer contact with our clients, ensuring we provide a reliable and responsive personalised service.
Amanda is a North West local, born and raised in Kootingal on a small family hobby farm. After graduating from Southern Cross University in Lismore with a Bachelor of Business she started her career in Sydney with Royal & SunAlliance Insurance. Numerous roles within corporate business followed, however the country and sense of family called her home.