James Goodman

Senior Adviser

James helps people who are facing a significant financial challenge – whether it’s pursuing an opportunity, where the stakes may be high, or dealing with something that’s keeping them awake at night. James helps people to articulate their values, prioritise their goals, and then formulate strategies so they know the best next steps. James is recognised for his focus on client goals as a finalist in the ifa Excellence Awards – Goals-Based Adviser of the Year 2022.

James understands the needs of successful individuals and families, having worked as a trusted professional adviser for almost 25 years. This deep personal experience goes hand-in-hand with his technical skills so he can help his clients clarify what’s important to them and guide them towards where they want to be financially. James also draws on his background in economics which plays an important role in selecting investments for clients.

James has a first-hand appreciation of philanthropy through his leadership of the Goodman Foundation, and implements best practice when helping clients determine their philanthropic goals. James advises significant public and private ancillary funds and helped establish the inaugural Queensland Community Foundation Environmental Philanthropy Award and the Queensland Environment Fund. Here James shares some compelling conversations with award-winning philanthropists Professor Ian Frazer and Caroline Frazer and local family John and Meta Goodman about their philanthropic journeys.

Prior to joining the firm, James worked in Brisbane with a Big Four accounting firm and in the UK as a management accountant.

His qualifications and designations include:

Bachelor of Economics - University of Queensland
Master of Professional Accounting - University of Queensland
CA (Financial Planning Specialist) - Chartered Accountants Australia and New Zealand
Graduate Diploma in Financial Planning - Financial Services Institute of Australasia.
Registered Tax (Financial) Adviser - Tax Practitioners Board
Paul Harris Fellow - Rotary
ifa Excellence Awards - Goals-Based Adviser of the Year - Finalist 2022

James is married to Sarah and they have three school-aged children.