James provides holistic financial advice to high-net-worth individuals, families and not-for-profit organisations.
With more than 16 years’ experience as a wealth adviser, including as a Partner at Koda since 2018, James has advised clients across a broad range of asset classes and circumstances. Prior to becoming a financial adviser, he worked as a tax adviser at KPMG, where he focused on corporate and private client engagements. This combination of investment management, tax and advisory experience enables James to deliver integrated, end-to-end advice.
James works with professionals, business owners, retirees and professional athletes, as well as some of Australia’s largest philanthropic foundations. His work with not-for-profit clients has included managing investment portfolios, reviewing investment policies and incorporating responsible investment principles into broader strategic frameworks.
James is a member of Koda’s Diversity Working Group and works with universities to help foster the next generation of financial advisers. He holds a Bachelor of Laws and a Bachelor of Applied Finance from Macquarie University and is an ASX Accredited Derivatives Adviser (Level 2).