Meet The WMB Advisers

James Vassallo
Managing Director and Principal

James lives at Maroubra Beach and has had over 30 years experience across banking and finance. His specific areas of expertise includes:

  • Personal and business lending
  • Private wealth management and financial planning
  • Institutional banking, predominantly managing large syndicated loans such as roads, power stations and tunnels

James has worked most of his career in Sydney, with off-shore experience in Singapore and the United States.  James has held senior positions with national and international financial institutions including Commonwealth Bank, NAB, Westpac, NRMA, GIO and Mizuho.

James’ qualifications include:

  • Bachelor of Science (Maths major), UNSW
  • Certificate IV, Finance and Mortgage Broking, Kaplan Professional Education
  • Associate Diploma, Securities Insititue Australia
  • Diploma of Financial Planning, Deakin University

James is passionate about getting clients a better loan deal to help secure their financial future.

“By getting a better deal with lower interest costs, our clients can seek other investment opportunities to protect and build their wealth”

Finance Brokers Association of Australia (FBAA)

James is a member of  the FBAA and abides by their continuing education requirements and professional code of ethics, in particular to act in the best interests of our clients.

Find out more about James

James was raised and educated in Sydney and spent most of his working life in finance. James has always enjoyed a range of activities and has combined work with sport with gap years at Thredbo and Colorado. James has become a keen golfer and is a member of The Coast Golf Club at La Perouse. He plays there as often as he can when not driving the kids around to weekend sports.

For a more detailed description of James’ experience connect with James at

Email:    james@wealthmortgagebroking.com.au

Phone:  (02) 9418 1766

Mobile: 0438 469 900

LinkedIn: http://au.linkedin.com/pub/james-vassallo/42/687/205/

Credit Representative Number 442905

John Tyson
Director and Principal

John has had over 20 years experience in the financial services industry, primarily:

  • Private wealth management and financial planning
  • Futures trader on the Sydney Futures Exchange

John has worked exclusively in Sydney and held senior positions with Ord Minnett Jardine Fleming, GIO and AMP.

During 1999 John established his own financial planning practice in 2002 with Hillross. This practice has grown substantially and currently employs 5 advisers and 4 support staff. The practice manages over $200 million of funds for their clients.

John’s qualifications include:

  • Diploma of Financial Planning, Deakin University
  • Certified Financial Planner (CFP), Financial Planning Australia
  • Certificate IV, Finance and Mortgage Broking, Kaplan Professional Education.

John is a member of the Financial Planning Association (FPA) and is committed to abide by the FPA Code of Professional Practice, including Code of Ethics, Practice Standards and Rules of Conduct.

Find out more about John

John has a country background having grown up in south-western NSW. He attended Scots College, Bellevue Hill and played representative rugby which included an Australian Institute of Sport scholarship.

John lives on the Northern Beaches of Sydney with his family. He is actively involved in the community, including age manager for North Narrabeen Surf Lifesaving Club nippers. Other interests include mountain biking and water sports.

For a more detailed description of John’s experience visit John at LinkedIn

Email: john@wealthmortgagebroking.com.au

LinkedIn: http://au.linkedin.com/pub/john-tyson/40/794/99a

 

 

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