James brings over 13 years of experience in the finance and banking industry to the Koda team. His passion as an adviser is working with families to align their assets with their personal values and objectives. This is driven from a strong belief that the same level of planning is required around a client’s personal assets as they would apply to their business. A particular focus is placed on asset structures, family objectives, succession planning, risk management, asset allocation and charitable passions.
Growing up on a farm in the UK and establishing a career in the agricultural and pharmaceutical fields in the UK, NZ and Australia before moving to finance has resulted in James being able to bring a diverse commercial background to his work as a financial adviser.
Prior to joining Koda, James spent 10 years as a Senior Private Banker at ANZ Private. At ANZ he primarily worked with families who accumulated assets through commercial enterprise and directly assisted them in a variety of ways, including advising on the sale of a business as well as establishing a family strategy and investment portfolio post sale.
Client focused, trusted and independent are core values that drive James to deliver the desired client outcomes.
James holds a Masters of Applied Finance (Financial Planning) and a BSc in Accounting with Law from the University of East Anglia in the UK.