James
Scott-Young

James joined Edwards Marshall Financial Solutions with a strong background in business and financial advising.

He makes it his upmost priority to understand each of his client’s specific circumstances, tailor a well-planned solution to achieve their objectives and work hard on the implementation of that plan.

James Scott-Young is an Authorised Representative (No. 302 516) of Edwards Marshall Advisory Pty Ltd | AFSL 479 792.

Professional expertise

Financial Planning

James provides financial planning advice to individuals, including superannuation members and trustees, in respect of wealth accumulation, asset protection, retirement planning and estate planning. He ensures a holistic plan is provided which means clients can enjoy peace of mind that their financial affairs are taken care of.

Investment management

With a strategy in place, James is responsible for asset allocation and investment selections to compliment capital growth and preservation objectives and income requirements from portfolios. With a view on the long term and quality, James reviews the suitability of new investment options and corporate actions on an ongoing basis and proactively discusses these with clients.   

Formal qualifications

James holds a Bachelor of Arts from Flinders University and a Graduate Diploma of Business from Edith Cowan University. In financial services, he has a Diploma of Financial Planning from Finsia and has completed professional accreditations in derivatives and margin lending.

Experience

James has delivered sound and sustainable strategies with clients that are sustainable across changing economic and market conditions and sometimes, personal circumstances. He achieves this through an ongoing commitment to professional development and strong relationships with his clients and colleagues.

Edwards Marshall Financial Solutions Pty Ltd ABN 45 096 434 842 is an Authorised Representative of Edwards Marshall Advisory Pty Ltd ABN 18 600 878 555. AFS Licence No. 479 792.