James is one of the Directors and Financial Planner’s of Atlas Wealth Management. James brings a multitude of skills and experience to the table when it comes to providing Australian expat financial advice.
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, and Self Managed Super Fund clients in the areas of retirement planning, debt reduction, cash flow management and portfolio management.
James holds a Bachelor of Commerce with an accounting major, Bachelor of Business with a marketing major, Advanced Diploma of Financial Planning and is currently completing his Masters of Financial Planning.
James currently provides financial advice to clients in 20 countries and in his spare time enjoys keeping fit, surfing, trying his hand at golf and spending time with family and friends James is able to assist clients in the following areas:
• Tax effective investment strategies
• Superannuation strategies, including SMSF's
• Retirement planning
• Government debentures
• Managed Investment Schemes
• Securities advice