Adam James is a Chartered Accountant with over 14 years of experience, specialising in Self-Managed Superannuation Funds (SMSFs). Since joining LDB Group in February 2023, Adam has been an integral part of the superannuation team, helping clients navigate the complexities of SMSFs and meet compliance obligations with ease.

Adam’s role involves collaborating with LDB’s Accounting and Wealth teams to provide strategic advice on pensions, contributions, estate planning, and tax minimisation. He is known for building trust and forming lasting relationships with clients, offering personalised guidance to help them achieve their financial goals.

Adam’s passion for SMSFs began after gaining early experience in public practice and returning from overseas travel to pursue a specialised role in superannuation. This niche area allows him to leverage his expertise in investment strategies to deliver sustainable financial growth for his clients.

A member of both Chartered Accountants Australia and New Zealand and the SMSF Association, Adam holds a Bachelor of Commerce in accounting and finance. He is motivated by the opportunity to simplify complex financial matters, empowering clients with tailored solutions to secure their financial future.