James Raiti
Client Director – Business Advisory
James is a Client Director who specialises in providing advisory and taxation services for businesses and high net worth family groups in various industries. James is committed to providing a high-quality service to assist his clients on their journey.
Experience
James has over 13 years’ experience working with small to medium size businesses and wealthy family groups providing a high-quality service to assist his valued clients with structuring, cash flow management and tax planning strategies.
James has experience in providing outsourced CFO type services to clients, including the review and analysis of financial data, reporting to management and unitholders, and the implementation of sound financial reporting processes.
The approach he takes when working with clients is to collaborate with business owners and their respective finance teams to ensure their businesses have a sustainable and profitable business model.
Sector experience
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Property and Construction
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Financial Services
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Renewables
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Manufacturing and logistics
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Professional services
Professional qualifications and memberships
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Bachelor of Business and Commerce - Accounting & Commercial Law (Western Sydney University)
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Chartered Accountants Australia & New Zealand (CAANZ)