Daniel James Email
Financial Adviser @ Walshs
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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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Brisbane City, QLD, AU
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Australia
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Thornlands, QLD, AU
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Brisbane City, QLD, AU
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Ben Knoblanche
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Naomi Beggs
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Darole Evans
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