OUR TEAM

Jim Smith

Senior Financial Adviser
https://www.linkedin.com/in/james-smith-fia-cera-cfa-frm-scr-cfp-fpfs-1a2a9614/

FIA, CERA, CFA, FRM, SCR, CFP, FPFS

I entered the financial services industry in 1995 and joined the SwainWoodham Group in June 2023.

I have broad range of experience in advising private clients, investment advice to large institutional pension funds and financial planning for international migrants. 

I have a passion for helping others succeed financially and joining SwainWoodham has provided a unique opportunity to apply this experience and partner with New Zealander’s and international migrants to help them achieve their financial goals.

Outside of work I enjoy keeping fit, playing masters football and socialising with friends and family.