Our Team
James Bouzios - Principal
James was born in Sydney, Australia, a child of Greek origin immigrants, and raised in the suburb of Marrickville, in the Inner West of Sydney NSW. After completing an Accounting Certificate in 1983 James commenced full-time employment as a tax agent and an
accountant in 1984. In 1989, James was registered as a tax agent. He achieved his life-long dream of establishing his own accounting and tax agent practice now known as “James Bouzios & Associates” (JBA) in the same year. In 1991 the accounting arm of the business was relocated “back to his ground roots” in the commercial premises at 344a Illawarra Road, Marrickville.
During almost 40 years within the accounting and taxation industry, James’ experience is as a financial practitioner is wide and diverse. James’ passion is providing quality advice in taxation, business development and financial planning to all types of clients from individuals, small, medium, and large business owners.
His broad knowledge is valuable to his clients, working closely and guiding them in their business and financial decision making, including tax planning, complex restructuring, detailed business advice, whilst assisting them to resolve their matters, managing and grow their businesses and overall wealth and financial well-being. James is passionate about working with business owners in a number of industry sectors, including construction, transport, restaurants and cafes, professional advisors in real estate, medical and legal services.
James is always seeking to do more to service his happy existing client base, and attract new clients. His model of a holistic, goals-based approach leverages technology to make his clients’ experiences more streamlined and adviser-friendly, allowing him to spend more quality time on clients moving forward, really understand their problems and goals, and provide tailored solutions.
After establishing the accounting practice, James identified his clients needed more than personalised taxation, accounting and business advise. Consequently, he sought to create a holistic approach of their overall financial and lifestyle needs and goals. To enable him to provide a complete suite of accounting and financial services, he completed a Diploma of Financial Planning. James then established his financial planning business “IRetire Wealth”, as well as his bookkeeping business “JBA Books” and the advisory business “JBA Advisory”, that incorporates CFO Services.
In addition to the above, James is a member of the Institute of Public Accountants, the Financial Planning Association of Australia, and Tax & Super Australia.
In his free time, James enjoys playing and following sports of all types, including golf, tennis, soccer, cricket and particularly Rugby League and his beloved St George Illawarra Dragons, as you would notice when you venture through his office with all the Dragons and other memorabilia.
Nick Karagiannis - Chartered Accountant
Nick is a tax specialist, holding a Bachelor of Business majoring in accounting with a sub-major in law and Associate Member of Chartered Accountants Australia and New Zealand since 1986. Nick is also a register tax agent.
His other areas of expertise include accounting and tax planning and he prides himself on attention to detail, good communication skills and professional approach to work.
He has previously held roles in a range of small to medium sized practices covering a diverse range of business clientele.
Peter Dickinson - Financial Planner
Certified Financial Planner®
Peter joined iRetire Wealth as an undergraduate intern in 2015 and became an Authorised Representative in 2016. Peter has extensive experience outside financial planning, including working in financial markets. Peter is a Certified Financial Planner, recognised globally as the highest achievement within the profession and holds a Bachelor of Applied Finance (Financial Planning) and Diploma of Financial Planning.
Peter has been an active member of the Financial Planning Association since 2014, including a Delegate role at the 2016 National Congress. Peter is also active in education within the profession, serving on the TAFE Higher Education Course Advisory Committee for their Bachelor of Applied Commerce, Graduate Diploma of Financial Planning and Graduate Certificate of Financial Planning programs.