James Power
I love helping my clients achieve their full financial potential
James has over 15 years experience in superannuation, financial planning and tax consulting, and has worked at some of Australia’s preeminent financial services firms, including Ord Minnett, KPMG and Royal Bank of Canada. During this time, James has developed extensive expertise in devising complex superannuation and wealth creation strategies and applies this knowledge to his client’s individual circumstances.
He is actively involved in the SMSF industry, and is SPAA’s NSW Chapter Treasurer. He was a member of the AFR Smart Investor Masterclass for Financial Planning 2008.
Away from the office, James plays and coaches field hockey, plays golf and watches NRL.
Academic qualifications
- Bachelor of Economics (Macquarie)
- Master of Commerce (Macquarie)
- Master of Taxation and Financial Planning (UNSW) (won Accru+ Prize for first place)
Professional memberships
- Certified Financial Planner™
- Chartered Accountant
- SMSF Specialist Advisor™
Statutory memberships
- Registered Tax Agent
