James Trethewie, CIMA® in

James Trethewie, CIMA®

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LCI Wealth | Partner & Senior Financial Advisor at LCI Partners
📍 Sydney, New South Wales, Australia

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
9 Years
Current Role
LCI Wealth | Partner & Senior Financial Advisor
Job Level
Senior
Location
Sydney, New South Wales, Australia
Personality Overview

How James shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics James cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

9-2018
LCI Wealth | Partner & Senior Financial Advisor
LCI Partners
7-2018
Director | Senior Financial Advisor
James Street Financial
Ambassador | Australia
WWF
Ambassador
Human Rights Arts & Film Festival
2-2016 - 7-2018
Private Bank | Private Wealth Manager, Risk
ANZ
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2-2024 - 6-2025
Certified Investment Management Analyst® | CIMA®
Investments & Wealth Institute®
2-2024 - 11-2025
Investment Management Analyst | IMAC
Portfolio Construction Forum
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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