James has several years of experience across accounts payable and the digital assets industry, including 4.5 years in a growing fintech start-up.
Beginning as a Customer Experience Officer, he progressed to Customer Experience Team Lead before designing and implementing a high-value client onboarding service.
His background includes expertise in customer-centric service, AML/CTF compliance processes, and a broad range of financial products and related services. James is currently supporting clients at K Point Wealth while completing professional development toward becoming a qualified financial adviser.
