James Ramsay

James Ramsay is a personal investment advisor based in Perth who helps retirees, self-employed business owners, and executives to grow and effortlessly manage their investment portfolios.

Prior to joining Bell Potter Securities, James established his software business, to work with investors from around the world to assist in managing their portfolios. As a self-taught programmer James spent four years working with investors to develop a successful portfolio management solution.

James is an accredited securities dealer in Australian and international equities, derivatives, listed and unlisted managed funds, listed and unlisted fixed interest, government bonds, debentures, CFDs and superannuation. With the backing of Bell Potter Securities, one of the largest full service stockbroking firms in Australia. James offers a wide range of personalised solutions – from asset management, to investment advice and financial planning.

James specialises in advising retirees, self-employed business owners, and executives to streamline their investments and give them the time to focus on their lifestyle rather than worrying about investments and paper work. He sees his role as helping people make the most of their financial assets as rewarding work and enjoys guiding his clients as they implement the investment strategies that help them meet their financial and life goals.

After successfully investing and a running a business, James now coaches other people to achieve the same success.

James is no stranger to investing having been involved in the financial markets for the last 10 years. He has served as a guest speaker at various industry programs, including the ASX and the Australian Technical Analysis Association. He is an active member of The Australian Share Holders Association.