James Ridley

Atlas Wealth Management Pty Ltd

Gold
7 Yrs Experience
Southport, QLD 4215
Atlas Wealth Management provides specialist advice in expatriate wealth management, Portfolio Management, Superannuation, Financial Planning, Accounting, and Financial Advice. Atlas Wealth was born out of the specific need that Australian Expats, who wanted a certified independent financial advisory service that they could trust back in Australia to look after their investments whilst they went overseas to further pursue their career and life interests. I consider myself a 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.

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 10
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Atlas Wealth Management Pty Ltd

Suite 30601, Level 6, Tower 3, 9 Lawson St
Southport, QLD 4215

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Atlas Wealth Management Pty Ltd

AFSL 471653

5.00
10 Reviews
5
4
3
2
1
4.90
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 10

Sort by

5.00

"James has provided excellent advice specific for my situation as an Aussie Expat. I'd highly recommend James to anyone looking for investment and tax advice."

  • Complex Investments
  • Expat Finance
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Prior to and following my relocation to Singapore, James has been extremely helpful, providing timely, accurate and professional advice on all financial implications associated with my relocation. If you are planning on relocation to another country, you MUST consult with James first."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James was phenomenal, I have spoken to 4-5 advisors over the last 5 years and none of them have given me straightforward and actionable advice. James was different. He not only explained everything to me in an easy to understand way, but he sent me through a checklist for how to complete all the necessary steps. So thorough and so far, I have been able to do everything myself super easily. Thanks again James, you're amazing!"

  • Small Business Advice
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I would recommend James to any future Australian Expat, he is both knowledgeable and trustworthy. I appreciated his transparent approach to implementing our strategy with him. I had a consult with James prior to heading over to Dubai and we were able to do some initial restructuring of a few tax structures I had in place and we are sticking to a wealth accumulation goal for the time I'm over here. They were also able to assist me with some tax concerns I had, as I didn't want to have to pay tax here in Australia while living overseas. James and the team at Atlas Wealth are the ideal service provider for Expats."

  • Managing Debt
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I've been working with James now for 3 months. During that time he has been professional, efficient, and an excellent communicator. In short...he is awesome!!! The advice given has exceeded my expectations and put my financial future in great shape."

  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James has a wealth of knowledge and experience with various different areas that impact expats both from a tax POV and Wealth POV. We were previously operating with a very complex tax structure through another financial planner, however, we learned that it could have drastic tax consequences and was tieing our hands with a lot the tax advantages we get with being a nonresident."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We are preparing to return to Australia after almost a decade in the US. James gave us clear, direct guidance on the best way to move forward with our assets and investments. He referred us to other professionals for questions outside his personal area of expertise. He connected us with some valuable resources. Through a 30 minute conversation he put our minds at ease and helped us be comfortable with this major life transition. Can't thank him enough!"

  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I approached James and the team at Atlas after my accountant recommended I seek financial advice, as I am based over in the US. I was thoroughly impressed with a lot of the free information James was happy to provide, and he even gave me a free review about key areas I needed to address which would cause some big tax bills in the future. After attempting to restructure my assets by myself it became too hard, so I engaged James as my planner, and he has now set me up to minimise my overall tax position, and I'm building wealth in a tax efficient manner. Will be recommending!!!"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James demonstrates a wealth of knowledge and expertise around advice specific to Australian expats. James was able to set up an investment strategy and we are accruing wealth in a much more tax efficient manner prior to us engaging Atlas."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"As a new expat, James has helped me understand new investment opportunities and options open to me in a clear, precise and friendly manner. With so much else going on as I transition from one country to another, it has been helpful to have someone I can chat to about all matters financial. James has been generous with his time and flexible about when we chat, working around my schedule."

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 10

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Monarch Institute
Completed
2016

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2013

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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