Daniel James Location
- Brisbane, QLD, AU
Daniel James Work
- 2021 - now Financial Adviser @
- 2019 - 2021 Associate Financial Adviser @
- 2018 - 2019 Private Wealth CSO @
- 2017 - 2018 Customer Contacts Representative @
- 2015 - 2017 Account Representative @
- 2009 - 2015 Assistant Manager @
Daniel James Education
- Kaplan Professional
Cert IV (Finance and Mortgage Broking)
2021 - 2021 - FASEA
Financial Adviser Exam (Financial Planning and Services)
2020 - 2020 - Kaplan Professional
FPC002B Ethics and Professionalism in Financial Advice (Financial Planning and Services)
2020 - 2020 - Kaplan Professional
Master's of Financial Planning (Financial Planning and Services)
2018 - 2019 - Monarch Institute
Advanced Diploma In Financial Planning (Financial Planning and Services)
2018 - 2018 - Monarch Institute
Diploma In Financial Planning (Financial Planning and Services)
2017 - 2018 - ASFA
RG146 - Superannuation (Finance, General)
2017 - 2017
Daniel James Summary
- Daniel James, based in Brisbane, QLD, AU, is currently a Financial Adviser at Walshs. Daniel James brings experience from previous roles at Guardian Investments , BDO in Australia, Sunsuper and Collection House Group. Daniel James holds a 2021 - 2021 Cert IV in Finance and Mortgage Broking @ Kaplan Professional. Daniel James has 1 emails on RocketReach.
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Top Walshs Employees
Tim Reece
Associate Director
Brisbane City, QLD, AU
Peter Hodgson
Director
Australia
Nav Saini
Assistant Client Manager
Thornlands, QLD, AU
Michael Walsh
CEO
Brisbane City, QLD, AU
Rachel McGrath
Intermediate Accountant
Brisbane, QLD, AU
Hugh Walsh
Managing Director
Australia
Arin Doig
Financial Advisor
Brisbane, QLD, AU
Daniel James
Financial Adviser
Brisbane, QLD, AU
Jimmy Lee
Senior Accountant
Brisbane City, QLD, AU
Naomi Beggs
HR Manager
Brisbane, QLD, AU
Tim McAllister
Investment Analyst
Australia
Katie Brock
Accountant
Australia
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