Cat James Email
Director - Financial Strategist @ Plansure
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Cat James Location
- Adelaide, SA, AU
Cat James Work
- 2011 -now Director - Financial Strategist @
- 2023 -now CEO and Co-Founder of loOt @
- 2010 -2012 Paraplanner @ Contract Paraplanner
- 2007 -2009 Senior Paraplanner @ Metaplanners Wealth Strategists
- 2007 -2007 Paraplanner @ Myers McCann
- 2005 -2006 Paraplanner @
Cat James Education
- Financial Planning Association
Certified Financial Planner (Financial Planning and Services)
2013-2016 - Kaplan Professional
Self Managed Superannuation Fund Accreditation (Financial Planning and Services)
2012-2012 - RMIT University
Bachelor of Business Administration (BBA) (Financial Planning)
2009-2011 - Kaplan Professional
Advanced Diploma of Financial Services (Planning) (Financial Planning and Services)
2004-2007
Cat James Summary
- Cat James, based in Adelaide, SA, AU, is currently a Director - Financial Strategist at Plansure. Cat James brings experience from previous roles at Loot, Contract Paraplanner, Metaplanners Wealth Strategists and Myers McCann. Cat James holds a 2013 - 2016 Certified Financial Planner in Financial Planning and Services @ Financial Planning Association. Cat James has 2 emails on RocketReach.
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Cat James
Director - Financial Strategist
Adelaide, SA, AU
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