Apricot Actuaries aim to help financial product providers, accountants, financial advisory groups and other software firms to provide innovative solutions that take into account risk and fulfil their best interest duties to their customers.
Actuary | Adviser
Jim is a Fellow of the Institute of Actuaries who has spent his career specialising in scaled advice. Before founding Apricot Actuaries, worked at Accurium (formerly Bendzulla Actuarial) which services around 70,000 SMSFs. A financial services professional with a long track record of building businesses and launching new products, Jim initiated Apricot Actuaries in response to accountants who said they would prefer a technology solution rather than having to hold an AFSL or having to refer clients to a full planning service.
Jim previously founded a boutique ex-pat retirement planning practice which grew to become an international network (UK, Canada, Australia and New Zealand).Since 2010 he has held senior software development roles for a number of financial institutions in Australia and the UK including the design of retirement decision systems for HSBC, Challenger Life and Scottish Widows.
As well as being a Fellow of the Institute of Actuaries, Jim holds a Commerce degree from the University of Melbourne as well as two Diplomas in Financial Planning (UK and Australia).
Many SMSF accountants will recognise Liam from his previous role at Accurium. Liam was responsible for supporting several thousand SMSF accountants who use Accurium every day for actuarial certificates and SMSF retirement planning tools. Liam has worked in the financial services industry since graduating from the University of Tasmania with a combined Business/Economics degree in 2012.
Liam has extensive experience providing high-level customer service to clients of IT platforms.He holds a Diploma of Financial Planning including the SMSF specialisation and is a keen AFL footballer.