Daniel James's Location
Brisbane, QLD, AU
Daniel James's Work
- Financial Adviser @ Walshs
- Associate Financial Adviser @ Guardian Investments
- Private Wealth CSO @ BDO in Australia
- Customer Contacts Representative @ Sunsuper
- Account Representative @ Collection House Group
- Assistant Manager @ McDonald's
Daniel James's 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's Summary
Daniel James, based in Brisbane, QLD, AU, is currently a Financial Adviser at Walshs, bringing 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 email on RocketReach.
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