James Stephen

James Stephen is a seasoned financial professional with extensive experience in cash flow and investment management. Currently serving as a Director at Aintree Group since June 2022, James previously held the role of Senior Financial Planner at Strategic Wealth Services from October 2016 to June 2022. Additionally, James hosted The Saving Money Australia Radio Show on 94.1FM 3WBC, contributing to community financial education from February 2016 to January 2022. James also served as a Lecturer in Financial Planning at Monash University from February 2011 to October 2017, and was a Business Financial Planner at Stephen & Partners Wealth Management from February 2007 to October 2016. Educationally, James holds a Bachelor of Commerce in Economics and Finance from Deakin University and is a Certified Financial Planner from the Financial Planning Association.