James Ridley
About Me
Specialist Financial Planner with a focus on providing strategic advice to Australian Expats. I have a demonstrated history of working in the investment management industry. I'm skilled in Wealth Creation, Strategic Tax Advice, Portfolio Optimization, Income Tax, Analytical Market Research and Cross-Jurisdictional Tax & Investing Issues.I want to educate and help as many Australian Expats as possible. The government regulators are constantly moving the 'Red and Yellow Flags' and it is important that expats make the most of their time overseas. I often see Expats caught out by common myths or lack of education and Atlas Wealth is here to cut through this and provide well rounded wealth strategies.
Areas of Focus
- Aged care
- Cashflow management
- Investments
- Retirement
- Superannuation
- Wealth management
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Years of Experience 9 Years
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Licensed By Atlas Wealth Group Pty Ltd