James Milic
Senior Financial Adviser
Meet James – Your Trusted Financial Planner
At Astute we believe financial planning is more than just numbers—it’s about understanding your goals, protecting your wealth, and creating a future you’re excited about. That’s exactly what drives James.
With a Diploma of Financial Planning and a Bachelor’s Degree in Business from Monash University, James has the expertise to help clients make informed financial decisions. But what truly sets him apart is his passion for providing tailored solutions and making the financial planning journey both memorable and enjoyable. He takes the time to understand what matters most to his clients, working closely with them to build a secure and prosperous future.
A Bit About James
Beyond the office, James is an avid AFL fan, cheering on the Carlton Football Club. Based in Melbourne, he loves escaping to Marlo, where his partner Anni grew up, to enjoy the natural beauty of the area. His downtime is often spent abalone diving or catching waves at Cape Conran, making the most of Victoria’s stunning coastline.
Whether you're looking to grow your wealth, protect your assets, or plan for the future, James is here to guide you every step of the way. Reach out today to start the conversation!