James specialises in providing holistic financial advice to executives, entrepreneurs, and professional athletes. He focuses on delivering strategic, tailored solutions that integrate investment management, tax-effective structuring, and long-term wealth planning.
He works closely with clients who have complex financial needs, helping them navigate areas such as sophisticated investment portfolios, self-managed superannuation funds, trusts and estates, and employee share schemes. His approach centres on building long-term relationships and coordinating a network of professional advisers, including accountants, lawyers, brokers, and investment specialists, to deliver a cohesive and independent advice experience.
He holds a Bachelor of Business and an Advanced Diploma of Financial Services and is a faculty member of the Portfolio Construction Academy.
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This webpage has been prepared by Ironbark Private Wealth.
This webpage contains general information only. It is not intended to represent specific professional advice and does not consider your personal financial circumstances or needs. This material is provided for informational purposes only and does not constitute a recommendation, offer, invitation, or solicitation to buy or sell securities or to make any investment. To the extent permitted by law, Ironbark Private Wealth is not liable for any loss or damage arising because of a reliance placed on the contents of this page. Please refer to the relevant Private Wealth Financial Services Guide for more information.
Ironbark Private Wealth includes the following wholly owned subsidiaries of Ironbark:
Lifewealth Pty Ltd ABN 79 100 448 182, Australian Financial Services Licence no. 279615, Paradigm Wealth Advisors Pty Ltd ABN 77 005 666 919, Australian Financial Services Licence no. 232459, and Avanti Financial Group Pty Ltd ABN 75 625 789 184, Australian Financial Services Licence no. 509033.