With over two decades of experience in financial services, James specialises in guiding agricultural clients, SMEs, and family groups through the complexities of wealth management, succession planning, and strategic investment. He brings particular expertise in direct equities, superannuation, and managed discretionary accounts (MDAs).
James is passionate about working with multigenerational families, taking time to understand their unique goals, values, and circumstances. His approach involves collaboration across family members and trusted advisers, helping ensure that succession plans are well-structured and sustainable for the future.
James' advisory style is grounded, personable, and focused on helping clients build clarity and confidence in their financial decisions.
Outside of work, James is an avid sports fan and enjoys following rugby, AFL, and cricket.
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