|James Rawlings CFP®
|DW Private Wealth
Level 1, 45 Novar Street
Yarralumla, ACT 2600
|0413 673 149
James has 26 years’ experience in large financial institutions (MLC, nab and CBA) as well as boutique firms.
James focuses on building clients’ wealth during pre and post retirement. He is also an expert dealing with Centrelink.
Seeing clients’ family situations change for the better is what ultimately motivates him and he is proud that many clients have been with him for over 18 years.
James is very pleased to be a partner at DW Private Wealth.
James ensures clients’ goals and aspirations are the number one priority.
James grew up in Albury, attended university and started his career in Brisbane prior to moving to Canberra nearly 20 years ago. He is married to Louise, a senior public servant, and they have three children, Eve, Sam and Amy. James is active in the local Canberra community including as a Menslink mentor and his weekends are spent attending kids’ sport, attempting to grow vegetables and enjoying the odd red wine.
Financial advice to James is not just about simple return on investment, it is about real financial advice, helping people understand and take control of their personal situation to achieve their life goals. He has been a guest lecturer at the University of Canberra for their financial Planning course. James's clients have a sense of security that comes with having a long term relationship based on trust, working together to build a financial plan with real and achievable goals and sharing their journey towards achieving them. James is a Certified Financial Planner (CFP) with the Financial Planning Association of Australia (the industry's highest qualification) as well as holding various professional qualifications including a Diploma of Financial Planning (DFP) as well as a Bachelor of Business and a Bachelor of Arts (Economics).Areas of expertise include:* Strategic financial planning* Superannuation* Pre and post retirement planning* Investments* Debt and loan management* Centrelink* Wealth building.
Feel free to reach out to James via email - [email protected]