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
Taxation Developments & Federal Budget Update Take a look at our May snapshot of taxation developments that may affect your business, investments or superannuation. Please get in touch if you need our help. Requirement registered to lodge 2019 tax and other returns The Notice of Requirement to Lodge a Return for Income Year Ended 30 […]
30 June is fast approaching so let’s focus on tax tips for your business! The end of the financial year is once again upon us. This is an exciting and busy time here at Accru Melbourne, as we spend time tax planning and reviewing with our clients before time is up! What tax planning is […]
Key principles to ensure you’re a successful Director. Whether you are the Director of a Company or someone charged with governing an organisation, the principles of effective risk management and governance are highly relevant to the success of your role. What is Corporate Governance? Every organisation has goals and strategic business objectives. The Company’s Board […]
Make sure you’re paying your employees correctly! On 30 May 2019, the Fair Work Commission announced a 3% increase to the minimum wage. This increase will benefit approximately 2.2 million Australian workers. The annual increase comes after careful review of the current economic situation in Australia, particularly in relation to lower inflation rates and GDP […]
Looking to break into the property market? You may be eligible! During the Federal Election, the Coalition announced a policy to target first home buyers throughout Australia. The proposed $500 million scheme will allow eligible first home buyers to qualify for a loan with only 5% of a deposit. Capped at 10,000 loans per year, […]
And how does it affect you? From a tax point of view, the recent Federal Election result means that things will remain ‘business as usual’ for most businesses. However, there is a major system and reporting change coming for over 700,000 small businesses in the form of Single Touch Payroll (STP). STP has been dubbed […]
We are delighted to announce our new Chairman, Greg Winnett, effective 1 May 2019. This great achievement has come from many years of dedication to our firm so we thought we’d share his story below. Greg commenced at Accru Melbourne (formally Danby Bland Provan) as an undergraduate in February 1986 the year after finishing secondary […]