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Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.

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Book a FREE consultation
and receive your complimentary eBook

Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.

James McFall

Founder & Managing Director Melbourne Financial Advisor

James is the founding director of Yield Financial Planning. His main roles include chairing the Yield investment committee and leading the business to ensure Yield remains at the forefront of best practice Financial Planning advice in Australia. He holds a Master of Commerce (Financial Planning), Graduate Certificate of Commerce (Financial Planning) and a Diploma of Financial Advising. He is a Certified Financial Planner (CFP®), has a Certificate IV in Property Services (Real Estate), is SMSF accredited and is a passionate advocate of the Financial Planning industry. What James loves most about Financial Planning is the satisfaction of helping our client’s transition to retirement with confidence.

Growing up in the north-eastern suburbs of Melbourne, James was interested in business from a young age and had several small enterprises. Travelling extensively in his 20’s, James discovered a love for the share market and became an avid reader of everything investing. What attracted James to finance initially, was a drive to learn how to make money work, so he didn’t have to! What has transpired since is a lifelong passion for helping others do the same. Working first at a stockbroking firm, he identified financial planning as a career path in 2000.

A people person by nature, James saw that financial planning could create life-changing outcomes and was inspired by the opportunity to make a difference in a fledgling industry, while also fulfilling his passion to build a vibrant and successful business. This has led him to hold directorships in several businesses, including property planning advice and property education, that have shaped his understanding of what it takes to build a great client-centric business.

James has been humbled to receive professional recognition and awards, including as one of the top three Certified Financial Planners CFP in Australia, 2018 and 2020. A family man, with close friends and a wide network, James is passionate about living life for now and for the opportunity that the future presents. A lover of great food and wine, travel experiences (especially off the beaten track), skiing and staying fit and healthy, James is excited by the future and helping others shape theirs.

Timeline

1999 E-trade Australia
2000 Financial Advisor for a boutique Sydney Accountant
2003 Established Financial Planning Arm of Victorian Insurance Broker
2006-2007 Founder Fusion Wealth Management
2007–2015 Director Property Planning Australia & Property Planning Australia Financial Planning
2008–2015 Director The Property School
2013-Present Founder Yield Financial Planning
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Get started with your free strategy consultation and receive a copy of the MOST IN DEMAND Good Fortune Guide – written by Certified Financial Planner of the year 2020 national finalist, to help educate you on your financial plan.