James is the Managing Director for the Asia Pacific region and is an experienced financial planner who brings a multitude of skills and experience to the table when it comes to providing Australian expats across the globe, particularly the Americas and Southeast Asia. After completing university, James was an accountant for four years at which point he then moved into the financial services sector and became a financial planner.

Combining his accounting skills with financial advice, James has advised individuals, families, businesses and self-managed super fund clients in the areas of investment and retirement planning, debt and cash flow management, portfolio management, and cross-border tax structuring.  

James holds a Bachelor of Commerce, a Bachelor of Business, and an Advanced Diploma of Financial Planning. With further studies planned, he enjoys developing and enhancing the strategies for the APAC office.