James Herriman

Private Client Adviser
ASIC Authorised Representative Number 297919

James Herriman

Education and accreditations
CFP®
Bachelor of Business, Banking and Finance, University of South Australia
Graduate Diploma of Financial Planning
Graduate Certificate in Applied Finance and Investment 

What do you love to do outside of work?
I enjoy travel and the outdoors with my friends and family. Combining both by riding mountain bikes or heading to the snow is ideal! 

What do you love most about being part of Calder Wealth Management?
We all share a similar approach to helping clients and this has a role to play in developing long lasting relationships with our clients. 

What’s the most influential book you’ve read?
Touching the Void - Joe Simpson 

What’s the biggest challenge in wealth management?
Often clients have an idea on what they want today but have not considered their future plans, needs or expenditure. Helping clients define these factors makes developing a plan easier, this is where advice becomes important. 

What do you enjoy most about wealth management?
Helping people understand their financial position and achieving their lifestyle goals. Being thanked for playing a role in achieving the outcome is always rewarding. 

What quality of yours makes you best suited to what you do?
Being a good listener. My role is to understand what clients want before advising on how best to achieve it. 

What personal accomplishments are you most proud of?
Being able to enjoy life with my wife and family and having had the opportunity to travel and enjoy adventures in various parts of the world.