James joined Koda as an Adviser & Partner after spending seven years advising clients at JBWere. Prior to this he was a tax adviser at KPMG in Sydney, where he focused on corporate and private client engagements addressing structuring, due diligence and compliance positions.
James provides investment advice to clients in relation to domestic and international equities, fixed interest, structured products, alternative assets and derivatives. He has a particular interest in asset allocation and risk management and often draws on his experiences outside of wealth management to understand the complete set of a client’s circumstances.
James's high net worth clients have a variety of backgrounds and include professionals, business owners, retirees and professional athletes. He collaborates with Frank Macindoe, fellow Adviser & Partner at Koda, on portfolio strategy and also to advise Not-For-Profits with a wide range of mandates.
James holds a Bachelor of Laws and a Bachelor of Applied Finance from Macquarie University and is an ASX Accredited Derivatives Adviser (Level 2).