Senior Financial Adviser & Insurance Division Manager

James McFarland

Adv Dip. FP

With over 14 years experience in the insurance and corporate services industry James leads our risk insurance team, he is well known for his friendly and professional manner as well as an advocate for his insurance clients at claim.

James started in the Insurance industry in October 2000. He has extensive experience partnering with high income earners, business owners and partnerships in developing tailored insurance solutions to meet both their individual and business needs.

One of James’s most important attributes is that he recognises that the relationship between an insurance adviser and client is ongoing and long term. The relationship does not end after your insurances policies are first issued but continues to be monitored and tailored to suit both changes in your financial circumstances and changes to the insurance industry.

James finds the most rewarding aspect of being a Risk Adviser is as your advocate at claim time. He understands the intricacies of the claims process and the possible challenges of dealing with insurance companies at an already stressful time.

James is married to Jolene and they are the proud parents of daughter Evelyn. They are also eagerly anticipating the arrival of their second child in December 2014.


the team


Adv Diploma Financial Planning (Kaplan)

Key Areas of Focus

Keyman and Partnership Insurances

Structuring insurance needs both cost and tax effectively

Strategies for implementing insurance cover in super

James’ favourite quote….

“Do not take life too seriously. You will never get out of it alive.” Elbert Hubbard

James’ favourite book….

“A Song of Ice and Fire” series (Game of Thrones for the television viewers). I am in great anticipation for the next instalment by George R. R. Martin

James’ first job ….

“Worked as a casual in my senior school years at Woolworths in the produce section.”

James’ most terrifying moment …..

“The most terrifying and exciting moment that first comes to mind was when I found out I was to become a father, just to know that you are now ultimately responsible for the upbringing of a young and developing mind.”

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