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James Jagodnik

Resume

James Jagodnik

Qualifications

  • Self Managed Superannuation Specialist Advisor – SMSF Association
  • Advanced Diploma of Financial Planning – Pinnacle
  • Bachelor of Commerce (Finance Major) - Flinders University
  • Bachelor of Laws (Banking and Finance Major) - Flinders University

Achievements

  • 2015 Cairns Ironman Finisher
  • 2013 100km Oxfam Finisher
  • 2008 Finalist in the University Mooting Competition
  • 2008 Recipient of $20,000 Entrepreneur’s grant

About your tutor

James Jagodnik is an investment adviser at Crestone Wealth Management, where he works to design customised portfolio solutions for wealthy investors. James delivers comprehensive and tailored client offerings that leverage Crestone’s multi asset multi-currency investment capability.

As he developed a passion for markets and investment early in his life, James graduated with a double degree in Law and Commerce majoring in Banking and Finance from Flinders University in his home town of Adelaide. Having spent the best part of a decade working in the finance industry at PricewaterhouseCoopers, AMP and two boutique wealth management firms, James brings a high-touch and thorough advice framework to each client situation.

James is ASX accredited and qualified to advise on equities, fixed income, foreign exchange, complex derivatives, hedge funds, private equity, and holds the SMSF Specialist Advisor designation SSA.