Financial Advisor & Insurance Specialist – Wealth Management
Our insurance specialist, James, implemented and manages our Life Insurance service offering. His capacity to foster and deepen his client relationships whilst mentoring and developing the skills of his peers comes naturally. James looks towards the future and offers his clients personal and financial advice to reach their goals in our constantly evolving and changing world. His devotion to his role ensures that he is only satisfied once his clients are satisfied and with no hesitation will meet their needs; whether it be meeting at their home, out of office hours, discussions over the phone or dealing with their insurance needs with external providers.
James started at Accru Melbourne in 2008 working within the Wealth Management division. With his distinctive, caring nature and genuine charisma; James has developed his skills into becoming our Insurance Specialist. He has a positive and infectious attitude towards assisting and nurturing his clients to ensure he is providing them with the solutions that they require.
Best describes James: “Nurturing and fostering long-term relationships for mutually beneficial outcomes.”
Tel: +61 3 9835 8200
Looking to the future?
Wanting to learn more about where to invest your money? Looking for trusted advice that suits you?
Give us a call and let us help take the stress out of your finances.
Latest from Accru Online
Taxation Developments & Federal Budget Update Take a look at our April snapshot of taxation developments that may affect your business, investments or superannuation. Please get in touch if you need our help. Things to get right this FBT season Fringe benefits tax (FBT) returns will soon be due and as always, it’s vital to […]
Proposed changes to franking credits The Labor Party has proposed significant changes to existing franking credit policy if they win the Federal election in May. Also known as imputation credits, a franking credit is a nominal unit of tax that allows Australian companies to pass on tax paid to shareholders under dividend imputation. Under the […]
We all love a good Hot Cross Bun at Easter time but did you know they are GST free? Let Gareth explain why… In the lead up to the 1993 federal election, the seemingly simple question of GST and cakes is famously thought to have turned an ‘unlosable’ election. Now that GST has been with […]
We have been connected with the Queen’s Fund for over 80 years and we are very proud of their amazing efforts! The Queens Fund started in 1887 on the 50th anniversary of Queen Victoria’s reign and was established by the then wife of the Governor of Victoria, Lady Loch to help destitute women. Our connection […]
Business Taxation Highlights In a pre-election Budget mainly focused on households, businesses have not been completely forgotten. This year’s Budget focused on the smaller end of town, extending existing tax relief for small and medium businesses and expanding the instant asset write-off. Business Taxation Small and medium business The Treasurer was unequivocal in the Government’s […]
Changes for individuals & superannuation With an Australian election due by 18th May latest, this year’s Federal Budget is an obvious election campaign platform. The Coalition has made it clear that their economic management over the last six years makes them worthy of re-election, along with the often repeated statement that they believe in lowering […]
Taxation Developments Take a look at our March snapshot of taxation developments that may affect your business, investments or superannuation. Please get in touch if you need our help. Single Touch Payroll reporting for small businesses: get ready! Legislation has recently passed to bring in Single Touch Payroll (STP) reporting for all small employers (with […]