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.
— Pablo Picasso

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.


Advanced Diploma of Financial Planning
SMSF Specialist Advisor (SSA™)
Certificate IV in Finance & Mortgage Broking

Self Managed Super Fund Association
Financial Planning Association of Australia

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.

Advanced Diploma of Financial Planning
Professional Certificate in Self-Managed Superannuation Funds
Certificate IV in Finance & Mortgage Broking


Financial Planning Association of Australia

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” – Andrews 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.

Bachelor of Arts – Psychology
Diploma of Mortgage & Finance Broking Management
Diploma of Management
Certificate IV in Credit Management


Finance Brokers Association of Australia 

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.


Diploma of Financial Planning
Diploma of Interior Design

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



Lisa Hirsch

Senior Client Service Manager

Lisa joined Total Clarity Group in 2014 after moving here from South Africa with her family. Lisa is our Senior Client Service Manager, responsible for turning financial advice into action by managing the implementation of strategy from beginning to end. Lisa has a thorough and practical understanding of all areas of advice and has established key relationships with fund managers, insurance providers and platform operators.



Diploma of Accounting
Diploma of Mortgage & Finance Broking Management


Favourite movie - Pulp Fiction
Languages spoken – English & Afrikaans
Cities lived in - Johannesburg, Durban, Sydney & Melbourne
Country of origin - South Africa
Favourite drink – French Rosé Wine

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.

Master of Business Administration - International Business
Bachelor of Commerce
Diploma of Financial Planning
Diploma of Marketing and Advertising  

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 



Courtney Upton

Client Service Manager

Courtney joined our team as a Client Service Manager in 2019 after building a career in the marketing and events industry. She is currently studying her Masters in Financial Planning and is passionate about seeing our clients reach their goals. Courtney brings a wealth of transferable skills across with her into her current role and has her eyes on becoming our newest Financial Adviser when she graduates in early 2020.



Bachelor of Business
Master of Financial Planning (in progress)
Diploma of Event Management

Favourite pastime – Dancing, reading, gym and the beach.
Favourite proverb  – “Where there’s a will, there’s a way”
Favourite movie – Grease & Sherlock Holmes
Favourite artist – Beyoncé
Favourite food – Burgers & chicken schnitzel

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.”



"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.”



“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.”




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.