James Marshall


MWM Advisory founding partner James Marshall’s accounting skill set developed with a dynamic legislative and financial environment.

This has equipped James with a broad knowledge base and adaptability to change. Proactive with client relations and a born communicator, James’ specialities include the highly technical Capital Gains Tax concessions available to business and self-managed superannuation, and asset protection strategies for high net worth families and groups.

James’ professional qualifications include:

  • 〉 Bachelor of Business (Accounting and Finance) – Griffith University
  • 〉 Graduate Diploma of Advanced Taxation – UNSW Faculty of Taxation Law
  • 〉 Associate – Taxation Institute of Australia
  • 〉 Member – Institute of Public Accountants
  • 〉 Member – CPA Australia
  • 〉 Member – Urban Development Institute of Australia
  • 〉 Registered Tax Agent

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