James Cummings, Portfolio Adviser
James Cummings
Portfolio Adviser
“James builds trusted relationships, helping clients navigate complex financial decisions with confidence and clarity.”
Contact James
James Cummings
Portfolio Adviser

James is experienced advising wealth management clients on superannuation, wealth, pre-retirement and retirement planning, portfolio and investment management, and achieving their long-term financial goals. Drawing on his background in commerce and experience working with small commercial businesses in the eCommerce sector, he brings valuable commercial insights to the wealth management process. 

He specialises in building trusted, transparent client relationships and supports clients in achieving their long-term financial objectives. Since joining Cameron Harrison, James has played an integral role in guiding clients through complex financial planning decisions and delivering a personalised wealth management experience. 

Areas of expertise
  • Superannuation
  • Wealth | Pre-Retirement and Retirement Planning
  • Estate Planning & Intergenerational Wealth Transfer
  • Asset Protection
  • Portfolio and Investment Management
Qualifications
  • Bachelor of Commerce, Deakin University
  • Master of Financial Planning
  • ASIC Authorised Representative
Contact James