Partner I Family Wealth Advisor

With more than nine years’ experience in financial services, Jim began his career at KPMG before spending six years at LGT Crestone, where he advised some of Australia’s wealthiest families on portfolio strategy, asset allocation and long-term wealth management. His expertise is anchored in private markets — including private equity, venture capital, private credit and real assets — reflecting a strong conviction that sophisticated families should have access to the same investment opportunities as leading institutional investors.

He has guided clients through periods of market volatility, significant portfolio transitions and complex investment decisions associated with managing substantial, multigenerational wealth. His approach combines disciplined portfolio construction with a comprehensive understanding of each family’s objectives, delivering tailored strategies designed to preserve and grow capital across generations.

Jim holds a Master of Business Management from the University of Sydney and is RG146 qualified across securities, managed investments, financial planning, foreign exchange and margin lending.