James Smith

James Smith is an experienced financial services professional with a career spanning over 25 years. Beginning with E. L. & C Baillieu Stockbroking as a Sales/Sales Trader, James progressed to Deutsche Bank as Associate Director, focusing on research sales and account management. A notable tenure at RBS Global Banking & Markets as Director and Head of Melbourne Sales was followed by a similar role at CIMB Securities as Director, Deputy Head of Domestic Sales. Currently, James serves as Head of Melbourne and Senior Investment Adviser at Providence Wealth Advisory Group, specializing in independent financial advice and fund management for various clients. Additionally, James holds the position of Accredited Advisor at the Family Business Association (AU) and an External Advisor role at Benetas within the Investment & Funds Management Committee. Education includes attendance at the International Institute of Business and Technology in 2015.