James Tran

James is a Senior Financial Advisor and Partner at Partners Wealth Group, providing holistic wealth management solutions to families and business owners. He takes a practical and disciplined approach to advice, aligning each client’s personal circumstances, values and goals with clear, tailored financial strategies.

His expertise spans wealth management, strategic advice, SMSFs, tax‑effective strategies, succession and estate planning, insurance and debt management. Prior to joining Partners Wealth Group, James founded Independent Financial Planning (IFP), where he built a strong reputation for delivering client‑focused advice and long‑term strategic guidance. Following the acquisition of IFP by Partners Wealth Group, he continues to apply his technical insight and relationship‑driven approach to support clients through complex financial decisions.

Driven by a desire to create meaningful and lasting impact, James is committed to helping clients protect, preserve and grow their wealth. He develops personalised strategies that reflect each client’s unique situation and the broader economic environment, supporting confident and informed decision‑making at every stage of their financial journey.