James Cruz

James Cruz

Certified Financial Planner

 
 

Ballina

James has been a financial planner since 1996 and has had over 20 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 October 2003 James completed his Diploma of Financial Planning through Deakin University.

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, the peak governing body for Financial Planning professionals.

When James is not seeking the best outcomes for his clients, he can be seen running around on a Monday night playing Oztag and has an infrequent gym membership. Family is important and weekends are filled with these activities. An avid Brumbies and Wallabies supporter, he loves to get to Suncorp Stadium once a year to watch a Test. The Canterbury-Bankstown Bulldogs are his favoured NRL team and is a passionate supporter of all things blue and white.

James is married to Karen and they are kept busy looking after their daughters Rylee and Ella.

I am continually motivated by guiding professionals and business owners to attaining a retirement of dignity and independence. Financial freedom, whereby they never need worry about money ever again.