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James Millard - Co-Founder / Adviser

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James at YOLO

James Millard is an Authorised Representative of Synchron for financial planning services AFS Licence 243313. James has over 10 years’ experience in financial services with 7 years as a financial adviser. James’ passion is in showing his clients that their dreams are possible. He helps people to focus on what is important to them and structures their finances in a manner that enables them to be free of financial concerns and enjoy life.

Qualifications & Memberships

  • Bachelor of Commerce (Finance)
  • Self-Managed Super Funds specialist course
  • Diploma of Financial Planning
  • Diploma of Finance and Mortgage Broking Management
  • Licensed Real Estate Agent
  • Member of the Association of Financial Advisers (AFA)
  • Member of the Mortgage and Finance Association of Australia (MFAA)

James outside of YOLO

James lives in Queenscliff on the Northern Beaches of Sydney. When he’s not surfing, you might find him and his wife riding their mountain bikes around Laos, hiking in Yosemite or snowboarding in Japan. James finds it hard to sit still and is always looking for ways to grow and improve himself, as well as dreaming up creative ways to add more value to his client’s lives.

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