James takes time to fully understand his clients’ situation, cashflow and overall objectives. James’ accounting, business background and broad financial experience and knowledge enable, due consideration of the right structure, tax and cashflow implications of the different strategic options to then determine the optimal solution to achieving clients’ objectives.

James is well qualified, including; Certified Financial Planner (CFP), Advanced Diploma in Financial Planning, member of the Financial Advice Association of Australia (FAA) and Bachelor of Business majoring in Accounting. James has also had experience in the running his own businesses.

James and his family live locally and loves being connected within the Manly community. He is an active; surfer, Shelley to Manly beach swimmer, cyclist, motorcyclist and snow skier.