James has over a decade of experience working with high net worth individuals, professionals, family groups and entities of all sizes and from a variety of industries.
B.Com (Accounting, Finance)
Certified Practicing Accountant (CPA)
Member of the Tax Institute of Australia
Registered Tax Agent with the Tax Practitioners Board
JP Qualified
Diploma of Financial Planning (RG146)
Current Activities
Over 10 years’ experience as a specialised advisor in the following areas:
Small-to-Medium Sized Entity compliance
Specialised taxation advice including Income Tax, GST, FBT and CGT
Business Structuring
Succession Planning
Specialised Industries:
Building & Construction
Mining Engineering
Professional Services
Previous Roles
Business Services Manager – P+Y Accountants & Business Advisors (January 2016 to November 2018)
Senior Financial Accountant – Absolute Board Co & Uppercut Deluxe (April 2015 to December 2016)
Business Services Supervisor – Williams Hall Chadwick Chartered Accountants & Business Advisors (February 2013 to March 2015)
Senior Accountant / Auditor – RWG Business Professionals (February 2009 to January 2013)
