We brings together the expertise of specialists to provide cost-effective and practical financial advice solutions for you.


(03) 9896 5100

Surrey Hills, VIC, 3127


James Stephen

Strategic Financial Planner
  • Department: Business Department
  • Experience: 15 Years
  • Email: perish.maxbizz@mail.com
  • Phone: +1-800-456-478-23
  • Fax: +1-800-456-478-24
My Biography
James is a Certified Financial Planner and small business expert. He has been helping clients and their families with their financial affairs for 15 years.
Having run his own business, James is among a few financial planning experts in Melbourne who specialise in the needs of business owners and entrepreneurs. James helps his clients grow, protect and exit their business when the time comes.
James has also been a lecturer in financial planning for small business at Monash University, currently hosts The Money Show on 3WBC Melbourne and in 2017 published a book: ‘The Retirement Myth – Why most small business owners can’t afford to retire and what to do about it’.
James holds a Bachelor of Commerce (Economics and Finance), an Advanced Diploma of Financial Services (Financial Planning) and a Certificate IV in Finance and Mortgage Broking, as well as Kaplan’s Self-Managed Superannuation Fund program.