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.