Steven James

Partner - Port Lincoln

Steven is a Partner of 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 25 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)