Cat James Location
Adelaide, SA, AU
Cat James Work
- 2011 - now Director - Financial Strategist @ Plansure
- 2023 - now CEO and Co-Founder of loOt @ Loot
- 2010 - 2012 Paraplanner @ Contract Paraplanner
- 2007 - 2009 Senior Paraplanner @ Metaplanners Wealth Strategists
- 2007 - 2007 Paraplanner @ Myers McCann
- 2005 - 2006 Paraplanner @ MBA Financial Strategists Pty Ltd
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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