James takes responsibility for LCI Wealth, the advisory and wealth management division of LCI Partners. As a financial adviser, he supports a range of business owners and individuals by providing a roadmap and helping plan a positive journey to generate wealth and create a financially secure future.
With a career spanning more than a decade, James is passionate about helping people and is motivated to establish long term relationships. He is always on hand, guiding his clients through major life events including career changes, starting a business, growing a family, and preparing to retire.
Holding a Bachelor of Business, a Diploma in Financial Services (Financial Planning), and many other qualifications and studies relevant to the financial services industry, James goes the extra mile to establish trust with his clients. When working with businesses, individuals, and families, he follows clear processes, takes the time to explain the strategies he recommends, and always makes communication a priority. He is also motivated to ensure his clients’ wealth is fully protected as it grows.
James Trethewie is an Authorised Representative (No. 418172) of InterPrac Financial Planning (AFSL: 246638)