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James uses his strong personal relationships with clients to assist in defining those things that are important to them.
Over more than 15 years as a professional adviser, James has gained an understanding of the needs of successful families. This goes hand-in-hand with the experience and skill of knowing which strategies are most likely to help these families achieve their financial goals.
James has a personal understanding of philanthropy through his leadership of the Goodman Foundation and implements best practice when helping clients determine their philanthropic goals.
James also draws on his background in economics to play an important role in selecting investments for our clients.
Prior to joining the firm, James worked in Brisbane with a big four accounting firm, and in the UK as a management accountant.
James became a principal of the firm in 2004. His qualifications and designations include:
James is married to Sarah and they have three young children. He is a member of Rotary, and a keen swimmer.