James Guthrie
Senior Client Adviser | Wealth
James Guthrie partners with families and business owners to organise, protect and grow their finances, focusing on education and practical wealth management so decisions stay aligned to long-term goals.
Drawing on over 10 years’ experience across financial services, James helps clients understand their options at each stage of the advice process, turning complex matters into simple, workable steps. Known for a straightforward style and a streamlined approach, he keeps implementation efficient while ensuring clients remain well informed.
James holds a Bachelor of Business and Commerce (Finance) from University of Southern Queensland, a Graduate Certificate in Business (Financial Planning) from Queensland University of Technology, and a Diploma of Financial Planning from Monarch Institute.
At MGD, James collaborates with colleagues across wealth, risk and tax when needed, with an emphases on continuity and calm so clients feel supported and in control as their plans evolve over time.