James has strong business acumen and commercial sense. He takes a holistic approach to providing financial services that includes business management, taxation planning and wealth management.
James joined Accru Melbourne in 1997 following twelve years of partnership in private practice in Queensland, Australia.
He specialises in providing accounting and taxation advice to small to mid-sized clients, as well as superannuation and financial planning services. James was instrumental in establishing the firm’s financial planning division, Accru 财富 Management, which he now heads.
James 工作s in both the Business Services and Corporate Services divisions, primarily with individuals and small businesses. His approach to financial matters is comprehensive. It includes small business management, investment advice, superannuation, estate planning and taxation planning. He also provides expert advice on tax effective business and investment structures.
Key to James’ approach is regular and focused communication to fully understand the specific needs and objectives of each individual client. James recognises the commercial and personal ramifications of a turbulent market and goes to great lengths to ensure clients understand how the economy affects them individually, and how they can best position themselves to take maximum advantage.
Professional qualifications and memberships
- Bachelor of Commerce
- Master of Business (税ation)
- Certified Financial Planner
- Chartered Accountant, Fellow of Chartered Accountants Australia and New Zealand
- Registered 税 Agent
- Member of the Financial Planning Association of Australia