Jon James

B.Com; B.Acc; FCA; FAICD; AMP (Harvard Business School); Dip FP, FASEA Exam Standard Certified

Jon is an experienced Chartered Accountant and has enjoyed a wide and varied career as a partner in a ‘Big 4’ professional services firm, as well as holding CFO/COO roles in listed companies based in South Africa, the United Kingdom and Australia. He has also worked with private equity held investments in Australia.Being a seasoned senior executive, he has developed a wide range of skills and expertise in leading and motivating teams, driving large and complex projects and delivering solutions and outcomes for the benefit of clients, internal stakeholders and shareholders.Following his decision to enter the wealth management field, Jon qualified as a Financial Planner and joined Sentinel Wealth, with a desire to capitalise on his business and financial expertise and to get back to his passion, which is working with clients to develop financial solutions to their specific needs.Helping people to find the right answers on their financial journey, to give them their “best life”, is what Jon aims to deliver. Listening carefully, asking the right questions, understanding the issues, applying deep research and coming up with innovative ideas and solutions for his clients is what drives him.Jon has led a life full of learning and professional development and is always looking for new ways to develop his expertise. His professional skills range across finance and accounting, corporate governance, technology, software and operational excellence. It goes without saying that he is deeply interested in investing, life planning and private wealth management. When he isn’t working with clients, Jon likes to explore and take the road less travelled. He is a family man and likes to keep active, spend time in the outback and the bush, play the occasional game of golf and practise yoga when he gets the chance.