Partner – Wealth Management
James’ finest quality is his understanding nature, paired with his financial expertise and intelligence. Delivering the best quality service and financial solutions to his clients for over 30 years, James has a range of knowledge in finance and investment, superannuation, business management and taxation planning. His main aim is to provide his clients with trusted and professional advice to ensure they reach their objectives successfully.
Becoming a Partner of a large second tier firm at the age of 26, James has always been ahead of the curve and has excelled with every opportunity he’s been given. Establishing our Wealth Management division at Accru in 1998, he has always shown boundless initiative, been a great role model for our staff and a significant asset for his clients.
Best describes James: Honest, hardworking professional dedicated to the success of Accru, its clients and staff.
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
Overview It was only 217 days ago that Treasurer Josh Frydenberg handed down his second Federal Budget, five months after originally planned due to the COVID-19 pandemic. Rather than delivering the long promised surplus, the Government was now delivering an economic recovery plan, which continues into 2021 and 2022. In what looks like an ideological […]
What is Benchmarking? Businesses should always be looking for ways to grow and improve performance – but in an increasingly competitive world, there are a lot of companies looking to do the same. So how do you stay at, or get to, the top of your industry? How do you ensure your business is operating […]
No matter your age, learning to manage your finances is necessary in preparing for your future. Doing so however, can be intimidating or difficult for someone who isn’t already well versed in their finances or the opportunities that may be available to them. Therefore, anyone looking to review or manage their assets & liabilities, income […]
What goes up, must come down. And as we have learnt all throughout 2020 and even into 2021, under the pall of a worldwide pandemic, things can change at a moment’s notice, putting an unwanted dent in a more regular business cycle or a roadblock on the path to recovery. A truly seasonal business will […]
Take a look at our April snapshot of taxation developments that may affect your business, investments or superannuation. Please do not hesitate to contact us should you need further advice. It’s time to consider FBT If your business has provided any benefits to your employees, you may be liable for fringe benefits tax (FBT). This […]
Accounting standards which mandate the financial reporting preparation for preparers of general purpose financial statements are usually complicated, detailed, and lengthy. As such, the standards can be difficult to comprehend, and their application can be a daunting and confusing task. Not only for accounting professionals freshly entering the field, but for those with years of […]
Having a baby is one of life’s biggest and happiest decisions. It’s also one of the most expensive. But don’t let that turn you off. Making the transition into parenthood need not be a huge financial stress, as long as you’re prepared. There are three major periods in the financial planning for your newborn. Here […]