“Our goals can only be reached through a vehicle of a plan in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.”
Our Team
James Willis
Financial Coach
James moved into financial advice in 2001 after a 20 year career as a commodities trader, working out of London, Bordeaux and Sydney. He founded Total Clarity Group in 2009 as he wanted to ensure that his clients were treated with the care and respect they deserve. James finds his work highly rewarding as he enjoys seeing his clients achieve their goals, many of whom he has built long-term, and sometimes intergenerational relationships with. He firmly believes that in order to truly help someone, you must first discover what they really want out of life and what makes them tick. Then, once channeled in line with one’s beliefs, money can be very powerful. James has a talent for translating complex client needs into workable strategies and appreciates how important it is to understand what his clients value. He takes his clients’ lives very seriously, whilst not taking himself too seriously.
Qualifications
Advanced Diploma of Financial Planning
SMSF Specialist Advisor (SSA™)
Certificate IV in Finance & Mortgage Broking
Memberships
Self Managed Super Fund Association
Financial Planning Association of Australia
Interests
Favourite activity - Playing Real Tennis
Loves watching - All sports
Favourite quote – “We make a living by what we get, but we make a life by what we give”
– Winston Churchill
Languages spoken - English & French
Cities lived in - London, Sydney & Bordeaux
Country of origin - England
Nic Andrews
Financial Coach
Nic joined Total Clarity Group in 2010 after working in a variety of roles within the financial services industry. Once an avid sportsman, Nic now enjoys helping his clients achieve their personal goals and watching from the sidelines. His skill is in being able to look beyond the numbers and understand his clients’ situation, needs and what really drives them. Nic believes that when someone reaches out to you professionally, they are placing a great deal of trust in you, and in return, you must do your utmost to provide them with the best possible outcomes and experience.
Qualifications
Graduate Diploma of Financial Planning (ongoing)
Advanced Diploma of Financial Planning
Professional Certificate in Self-Managed Superannuation Funds
Certificate IV in Finance & Mortgage Broking
Memberships
Financial Planning Association of Australia
Interests
Loves watching – Rugby Union & Cricket
Favourite pastime – Snowboarding & Hiking
Favourite movie – A Good Year
Favourite song – Bernard Fanning - Songbird
Favourite quote – “It’s never that good and it’s never that bad” – Andrew Strauss
Cities lived in – Luxembourg, London & Sydney
Country of origin – Luxembourg
Favourite food - Pizza
Rebekah Brindle
Mortgage Consultant
Rebekah joined Total Clarity Group in 2010 after working several winter seasons in Canadian and Australian ski resorts. Rebekah’s journey with TCG began in client service management and then progressed into residential lending advice which is an integral part of our advice offering. Having grown with the practice, Rebekah has a detailed understanding of the business, our methods, systems and procedures, and also the individual needs of our clients.
Qualifications
Bachelor of Arts – Psychology
Diploma of Mortgage & Finance Broking Management
Diploma of Management
Certificate IV in Credit Management
Memberships
Finance Brokers Association of Australia
Interests
Favourite pastime - Travel & snowboarding
Loves watching – Tennis
Favourite sportsperson – Rafael Nadal
Favourite movie – Ace Ventura: Pet Detective
Favourite food – Cookie dough
Rebecca Furzer
Senior Paraplanner
Rebecca joined our team as a Paraplanner following similar roles with both other AMP practices and AMP Financial Planning head office. She brings a history of experience in compliance, strategy formulation and advice preparation. Rebecca finds the most rewarding part of her role is seeing long term, wealth creation strategies emerge to fruition.
Qualifications
Diploma of Financial Planning
Diploma of Interior Design
Interests
Favourite band – The Beatles
Favourite drink – ‘Caribbean Garden’ cocktail at The Balcony Bar, Byron Bay.
Favourite activity – Going to the beach with my family
Favourite movie – Grease
Nanda Kumar
Senior Paraplanner
Nanda began his career in India as a sales and marketing professional before migrating to Australia in 2001. It is then that his career in financial planning support services started. Nanda operated his own paraplanning business for many years through which he was the main support service for multiple financial planning practices in Sydney. Nanda has been providing outsourced paraplanning services to Total Clarity Group since its inception, and in 2018 he joined as a permanent member of the team. Nanda enjoys using his extensive technical knowledge and numerical talents to model complex financial scenarios and solve practical problems for our clients.
Qualifications
Master of Business Administration - International Business
Bachelor of Commerce
Diploma of Financial Planning
Diploma of Marketing and Advertising
Interests
Favourite quote - "The Ordainer controls the fate of souls in accordance with their past deeds. Whatever is destined not to happen will not happen, try how hard you may. Whatever is destined to happen will happen, do what you may to stop it. This is certain. The best course, therefore, is to remain silent.” - Bhagavan Ramana Maharshi
Favourite sport – Cricket
Favourite sportsperson – Viv Richards, Brian Lara, Kapil Dev, Steve Waugh, VVS Lakshman, Diego Maradona, Roberto Baggio, Gary Lineker, Bjorn Borg and lots more…
Cities lived in - Chennai, Delhi, Mumbai, Sharjah (UAE), Sydney
Favourite drink - Fresh Lime Juice
What Our Clients Say
“I was referred to TCG through a good friend and from the first meeting I was completely engaged. Unlike ‘traditional’ financial advisors I was not force-fed a bunch of products but taken through a thorough initial meeting that effectively mapped out my current situation and my life and financial goals for the now and the future. No matter the query, TCG have only been a meeting or a phone-call away. I have since referred TCG to friends, colleagues and family and will continue to do so.”
Terry
"The Total Clarity Group team have been instrumental in changing our lives and helped us to realise our goals and dreams – we now have a much clearer picture of our financial situation including superannuation, savings and asset management. Their professional guidance has been thorough and practical, taking into account our unique situation and personal story. We now consider them an integral part of our future and are so appreciative of their careful, ongoing guidance along the way.”
Keryn
“Over the past two years, James has worked with me and members of my family to restructure our finances in every way. James is much more than an 'advisor', he is our financial 'coach' and everything he does is based on the bigger picture, where we want to go in the longer term, whilst also managing the short term.”
Anni
These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.
