Who We Are

Our Team

James Harman

Memberships

Australian Financial Advisers
Responsible Investment Association of Australasia
Ethics Centre
Association of Independently Owned Financial Professionals

4 Grandchildren: Illinios, Ophelia, Jasper & Odessa

Currently enrolled at Deakin University studying to attain his Graduate Diploma Financial Planning degree.

Qualified Aged Care Specialist

James Harman Dip F.S. has been in the financial services industry since 1983 and has a wealth of experience in financial planning and insurance benefits, he is a member of the FPA (Financial Planning Association),the AFA ( Australian Financial Advisers) and the Australian Compliance Institute.

James is well placed with this extensive knowledge and experience to advise a wide range of clients on their financial needs. He provides comprehensive advice on areas including insurance, investment, super and retirement planning.

When James is not working with his clients you will find him out trekking and camping through the bush or overseas climbing mountains, his treks include, Kokoda Track, Mount Kilimanjaro, Everest Base Camp and various multi day treks in Australia and New Zealand, he is married to Nita and has 3 adult children.

Kevin Herbert

Kevin Herbert is an integral part of Harman Advisory Service, he has been in the financial service industry for over 40 years advising clients on life insurance, investments, superannuation and retirement planning.

Over the past couple of years Kevin has been specialising in advising clients on the complex area of aged care helping them qualify for aged care facilities and Centrelink benefits.

In his spare time, he is a husband, father, grandfather and great grandfather, both he and his wife Helen are keen golfers and enjoy travelling.