James Chalmers

James, a dedicated Financial Adviser based in Melbourne, has been a part of Ethinvest since 2016, bringing with him a wealth of experience from the health sector. His decision to transition into financial planning was driven by a desire to combine his interest in delivering highly personalised client focussed services with his long-standing interest in financial markets and ethical investment.

 

At Ethinvest, James excels in strategy and portfolio construction, relishing the process of helping clients—ranging from individuals and families to Not-For-Profit organisations and charitable trusts—ensure their finances reflect their values. 

 

His unique approach is rooted in the comprehensive insights and skills garnered from his diverse professional background, making him an invaluable asset to his clients and Ethinvest alike. As a key member of the Ethinvest Approved Products List Committee, James plays a pivotal role in upholding and shaping the firm’s investment standards, reflecting his deep-seated belief in responsible and impact investing. 

 

Outside the office, you can find James enjoying Melbourne’s beautiful parks and walkways, whether he's swimming, bike-riding, or enjoying a run. 

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James is supported by Simon Denham (Paraplanner) and Priscilla Fung (Client Relationship Manager).