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James Mousa

James commenced his career in Finance in early 2002 and has had the extensive experience of riding the largest Bull run, and consequently the most significant Bear Slide in Australian Economic History.

Having begun his career with an index specialist, James has adapted his skills and acumen to prepare financial plans that not only survive extensive volatility but also take advantage of the economic ups and downs to better his clients’ position over time.

James extended his education and career with a sabbatical to traditional Planning in a bid to further his education and understanding of investor psychology and market forces. He has now returned to Indexation in a challenging but highly rewarding role with BDO Financial Planning.

James is known for his philosophy on investing and client education workshops. In keeping with his philosophy, James advises clients on how to invest prudently with a long-term perspective. Through his workshops James talks candidly about investment risks and costs, as well as the factors that motivate our investment decisions.

James gives his thoughts on the current views on the market here.....


Sarah Hugill

Sarah's first experience with financial planning was in 2007 when she began work as a personal assistant for a financial planner in a small office in Mareeba, on the Atherton Tablelands. She has recently completed the Diploma of Financial Services (Financial Planning) and has some experience with tax, having completed the Taxation Institute's Foundation Tax Course, while employed at an accounting firm in 2008/09. Sarah started at BDO Financial Planning in October 2009. She is currently studying a business degree part-time by distance education and has an interest in economics.
 

Carolyn Green

After 10 years as a personal assistant Carolyn commenced her career in Financial Planning in February 2002 with AMP Financial Planning on the Gold Coast managing financial advisers accreditation. Following her husbands job to Ayr (South of Townsville) Carolyn continued her career in the financial services industry with Professional Investment Services as adviser assistant and completed her Diploma of Financial Services in 2006 and commenced her paraplanning role.

Over the past few years Carolyn has put her career on hold to have two beautiful children, Finlay and Matilda. Now her children are old enough Carolyn is back pursing her career in the financial services industry and  her goal is to complete the Advanced Diploma of Financial Services in the near future.