Private Wealth Adviser

James Jagodnik

B.Com, B.Law, Dip.FinPlan

James is a specialist wealth management adviser, with a focus on small-to-medium business owners, professional and executive clientele.


Having developed a passion for markets and investment early in his life, James undertook a double degree in law and commerce, with banking and finance majors, at Flinders University.

James takes the view that his primary responsibility to his clients is to help them uncover what is truly important in their lives and to ensure that they have the greatest probability of achieving and maintaining their ideal lifestyle.

His disciplined nature and eye for detail are invaluable in ensuring impeccable client service. James is thorough and holds himself to the highest of standards. He also brings to each client relationship a distinct logic/emotion quotient to help clients make insightful decisions when difficult times arise. This unique quality serves James well as he develops financial solutions uniquely designed to meet clients’ individual needs and family wealth objectives.

James joined the Stanford Brown team in 2011. Prior to that he worked with AMP Financial Group, and has had several years experience at PwC and a boutique wealth management firm where he cultivated particular strengths in tax effective portfolio structuring, trusts and self managed super funds.

Contact: j.jagodnik@stanfordbrown.com.au

the team

Qualifications

Bachelor of Commerce (Flinders)

Bachelor of Law (Flinders)

Adv Dip Fin Planning (Pinnacle)

Margin Lending & Gearing Accredited (Kaplan)

ASX Accredited Listed Products (Kaplan)

SMSF Accredited (Kaplan)

Memberships & Associations

Association of Financial Advisers (AFA)

Associate Member of the FPA

Justice of the Peace (NSW)

Authorised Representative # 426580

 

Key Focus Areas

Self-managed superannuation funds

Wealth creation and portfolio structuring

Retirement planning

Qualities of people James admires….

Abraham Lincoln for his characteristics of honesty, persistence, determination and courage. He abolished slavery, is a profound thinker and is gifted with insights many years ahead of his time. Also Larry Page and Sergey Brin, founders of Google – they are true game changers.

Qualities James most admires in others….

Perseverance (a character that is formed in the tough times not in the good), enthusiasm and intelligence.

 

James’ favourite book….

The Fountain Head by Ayn Rand

Greatest compliment James has received….

John, a client of mine, called to let me know that his daughter and her husband were going to meet with me to discuss their plans. John explained that his daughter had asked his counsel on financial matters. When John recounted the conversation with his daughter, his advice was ‘Isabelle, my advice to you is speak with James.’ Isabelle and her husband are now clients.

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