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James McKelvie

Para Planner

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James joined the Wealth Works team after graduating from the University of Canterbury with a Bachelor of Commerce. From there he completed his Masters of Applied Finance at Auckland University of Technology and we're delighted to have him on board. 

James is a Wealth Works' Para Planner, laying the foundations for an exciting career in the financial services industry. James assists the team of Authorised Financial Advisers with the preparation and analysis of personal financial plans. He is heavily involved with researching strategic options and manages the progress of clients personal cash flow management objectives. A perfect fit for James who is passionate about economics. 

When James is not at Wealth Works you'll find him enjoying a wide range of activities like spearfishing, rugby, golf and cross fit. He is also an active member of the community and spent two years as a member of the Student Volunteer Army (SVA), engaging in relief projects in Christchurch after the earthquakes.  

 
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