James Jarvis, Distribution – Northern Region
James has over 20 years in wealth advice, stockbroking and funds management. He has established business relationships across financial advisory, asset management and intermediary markets. He is actively engaged in the development of Spectrum’s domestic business and potential for growth across investment services in Asia Pacific too.
This market development is underpinned by an effective network across trade, education, financial services and funds management.
James has served on the Advisory Board of the Griffith University Asia Institute since 2006 and also brings extensive experience across aligned and independently owned advice firms including 15 years at ABN AMRO and Morgan Stockbroking (1994-2007) and more recently CBA Group – Colonial First State.
James joined Spectrum in January 2015 to assist with advisor and investor engagement including business development to grow Spectrum’s funds management business in Australia and Asia.
He holds a Bachelors Degree in Arts from the University of Queensland, Postgraduate studies in Applied Finance, Securities Institute of Australia and a Diploma of Financial Planning, Deakin University.