James Cruz – CEO & Financial Planner
Evolution Financial Planning

James has over 15 years experience in the financial services industry. He has worked for two major banks and a regional accounting firm where he assisted clients with diverse and unique needs.

In April 2005, along with his existing clients and new premises, Evolution Financial Planning was established.

The focus purely on financial planning was a strategic decision to provide a consultative approach to clients with complex yet common problems.

James is a Certified Financial Planner and a member of the Financial Planning Association.

In October 2003 James completed his Diploma of Financial Planning through Deakin University.

James is assisted by:

Karen Cruz: Office Administrator

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2010 Client Thank You Night - Steve Waugh