Steven James

Senior Specialist, Port Lincoln

Steven is a Senior Specialist in the Business Advisory division in Port Lincoln and is responsible for the advancement of the practice on the Eyre Peninsula.

With both accounting and finance qualifications, Steven has a unique blend of skills and has advised clients on an extensive range of projects.

SOLUTIONS STEVEN PROVIDES

Steven has over 35 years’ experience advising clients on a range of solutions –

• Accounting and income tax consultant
• Succession planning and farm transfers
• Social security and estate planning
• Business planning and benchmarking
• Budget preparation and cash flow analysis
• WorkCover, payroll tax and FBT
• Business Advisory Services in Port Lincoln

SIGNIFICANT PROJECTS

• Project manager in preparing feasibility reports for communities interested in establishing a Bendigo Bank branch.
• Consultant to agribusinesses in the grain, fishing and livestock industries.
• Facilitating succession planning meetings for family businesses.
• Numerous presentations associated with taxation, succession planning and business management.

PROFESSIONAL ASSOCIATIONS

• Member, Chartered Accountants Australia and New Zealand
• Financial Services Institute of Australasia
• Taxation Institute of Australia

QUALIFICATIONS

• Bachelor of Commerce (Curtin University)
• Diploma of Applied Finance (Kaplan)