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
Stage three of the Government’s response to COVID-19 The Prime Minister has announced the third instalment of the Coronavirus Economic Support package, labelled a JobKeeper Payment. In summary, a fortnightly wage subsidy of $1,500 per eligible employee is available for a 6 month period to employers affected by the coronavirus pandemic. The employer must pass […]
Stage two of the Government’s response to COVID-19 Since our previous update on 13 March, the Federal Government has announced another series of measures aimed at supporting the economy through the COVID-19 pandemic. The Government described stage one as a stimulus and stage two this past weekend as a ‘safety net’. The official Treasury overview […]
Dealing with anxiety and stress due to COVID-19 The media has been saturated with information about the coronavirus. Whilst there is copious information about isolation, COVID-19 symptoms, contagion and financial uncertainty – information on looking after your mental health is harder to find. Many people may be experiencing anxiety or stress in relation to the […]
Helping businesses stay ahead of the curve! The rapid impact of COVID-19 on every aspect of our life has been quite extraordinary. And whilst our primary focus is, and should be, the health and wellbeing of all people in our community, there are significant impacts on business too. Now is not the time to be […]
Learn more about the $17.6 billion economic stimulus package in response to the Coronavirus. In addition to the obvious health threats, the COVID-19 coronavirus continues to dominate headlines, decimate financial markets, disrupt public events putting whole sporting leagues on hiatus and has now even closed borders. The economic impacts of this are already being felt and […]
A more formalised philanthropic focus as part of your financial position. Australians are well known as very generous and giving individuals; no better example of this being the support and monetary donations Australians have provided to communities and charities during the recent bushfires across the country. The Australian Taxation Office (ATO) reports that the total […]