WE WANT TO HEAR FROM YOU
Meet our experienced people.
We work as a team. You will have more than one adviser who will know your story and work with you to achieve your goals.
AJames has been a financial adviser since 2006 and is highly motivated by helping people navigate the complexities and strategic choices to empower his clients to make informed decisions to better their financial future.
James takes time to fully understand his clients’ situation, cashflow and overall objectives. James’ accounting, business background and broad financial experience and knowledge enable, due consideration of the right structure, tax and cashflow implications of the different strategic options to then determine the optimal solution to achieving clients’ objectives.
James is well qualified, including; Certified Financial Planner (CFP), Advanced Diploma in Financial Planning, member of the Financial Advice Association of Australia (FAA) and Bachelor of Business majoring in Accounting. James has also had experience in the running his own businesses.
James and his family live locally and loves being connected within the Manly community. He is an active; surfer, Shelley to Manly beach swimmer, cyclist, motorcyclist and snow skier.
Jill has over 11 years’ experience in Taxation and Business Services across a wide range of industries. She is a Chartered Accountant, a Registered Tax Agent and a Registered ASIC Agent. Jill has a Master of Professional Accounting from Macquarie University and a Master of Applied Finance from the University of Western Sydney having previously completed a Bachelors Degree majoring in Finance.
Jill enjoys assisting individuals, professionals, small and medium sized businesses with their accounting and tax planning needs from establishment through to the advanced growth stages. A key part of this also includes assisting with retirement, sale and business succession planning. She is proactive and believes that clients need their accountants to take an active interest in their business and be forward thinking. She likes to focus on outcomes and is committed to helping clients' achieve their financial goals.