021 928 480 | james@alexisandco.nz
James is the principal Financial Adviser for Alexis & Co. He has been operating in the financial services industry since returning from living overseas in 2014. Throughout his time he was worked with a wide range of clients, supporting their financial journey and individual goals.
James firmly believes that quality Financial Advice should be available to all Kiwis. It is vital that Kiwis take an interest in their financial future from a young age to give them the greatest opportunity for success in their journey.
James has completed his NZ Certificate in Financial Services in Lending and Personal/Health Insurance. He has also completed a Bachelor Commerce and a Bachelor of Science.