08/07/2026
Congratulations to James Marshall, Director and Financial Adviser at Stratus Financial Group, and Director and Financial Planning Contributor at Resources Unearthed, on being named a finalist in the Adviser of the Year โ High Net Worth category at the 2026 Australian Wealth Management Awards
James works closely with executives, professionals, business owners and high-net-worth families, helping them navigate the complex intersection of wealth creation, executive remuneration, employee share schemes, estate planning and intergenerational wealth transfer.
Through Resources Unearthed, James shares insights and strategies that support individuals and families in the mining and resources sector.
This recognition is a well-deserved acknowledgement of his commitment to delivering strategic advice and contributing to the broader profession.
Congratulations to James and to all finalists.
Investor Daily
We are delighted to share that James Marshall, Director and Financial Adviser at Stratus Financial Group, has been named a finalist in the Adviser of the Year โ High Net Worth category at the 2026 Australian Wealth Management Awards.
The Australian Wealth Management Awards celebrate the individuals and businesses helping shape Australia's wealth management profession through excellence, innovation and client service. Winners will be announced at the gala awards evening in Sydney on 13 August 2026.
This recognition reflects James' commitment to helping executives, professionals, business owners and high-net-worth families navigate complex financial decisions with clarity and confidence.
Congratulations to all finalists. We look forward to celebrating with our peers and colleagues across the industry next month.
To learn more about James and his approach to advice, click below.
https://stratusfinancialgroup.com.au/team/james-marshall/
Read more about the awards here:
https://www.australianwealthmanagementawards.com.au/
Investor Daily