About
James
James has more than 15 years’ experience providing assurance and financial reporting services as part of the assurance and advisory division.
Working with a wide variety of clients, James boasts a diverse client portfolio, encompassing medium to large private businesses, ASX-listed companies, managed investment schemes, and not for profit organisations.
He also specialises in providing technical accounting and financial reporting advisory, offering clients in-depth guidance on complex accounting issues. This includes helping them navigate the application of accounting standards and solving intricate accounting matters.
This breadth of experience translates to a deep understanding of the unique needs and challenges faced by various entities, from closely held companies to publicly traded ones with stringent reporting requirements. James also has significant experience working with global entities, consistently meeting both group reporting and other statutory deadlines.
A passionate professional who is highly respected for his strong problem-solving abilities, James strives to gain a better understanding of his clients and thrives in adding value while ensuring his client’s meet their compliance outcomes.
Significant highlights
- Co-leads the financial reporting advisory team.
- Proven history of providing advisory services to both listed and unlisted entities by aiding in the interpretation and application of Australian Accounting Standards, including the creation of position papers, compilation of financial statements, and support in developing significant financial statement disclosures.
- Extensive experience with financial services organisations, including auditing AFS license requirements and compliance plans.
- Extensive experience in planning and executing audit engagements for a diverse range of clients across various industries, including financial services, funds and asset management, freight forwarding, fintech, and building and construction.
Areas of expertise
- Audit and assurance
- Business valuations
- Due diligence
- Financial reporting
Qualifications & memberships
- Bachelor of Commerce (Professional Accounting) - Macquarie University
- Member, Chartered Accountants Australia and New Zealand