We take a passionate, client centric approach to integrated wealth management solutions for your business…
Director & General Manager
James joined Wealth Management Matters in October 2016.
James learnt very early in his career that if he was not seeing clients, he should get out of the way and help those who do!
He is passionate about working with like-minded integrated wealth management businesses to ensure they have the appropriate vision, structure, process and people to deliver goals, objectives and outcomes for clients.
James manages all aspects of the Australian Financial Services Licence, so Wealth Management Matters partner firms and advisers are free to focus on delivering what matters to their clients.
Graham Smith has been with WCA Chartered Accountants since 1984.
As a chartered accountant and registered company auditor, Graham provides substantial experience across a range of industries and accounting disciplines including taxation, business consulting and audit.
Graham also provides advice on superannuation, structures to maximise taxation opportunities, business valuations, sales, mergers and acquisitions, litigation support, and forensic services in relation to dispute resolution.
Graham works very closely with James in all aspects of Wealth Management Matters
Principal – WCA Wealth Management
Tony is a Chartered Accountant and Financial Planner and has been with WCA since 1995.
As an integral part of the Wealth Management team, Tony’s priority is to help his clients work towards their financial goals. He assists them with goal setting and creating tangible financial wealth management plans.
Walking alongside his clients, Tony assists them throughout times of change to ensure they remain on course to achieving their financial aspirations, whatever they may be.
Tony’s practical and passionate client-centric approach is strategically invaluable to Wealth Management Matters.