James Afp Email & Phone Number
Managing Director - APAC Region @ Atlas Wealth Management
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James Afp Location
- Gold Coast, QLD, AU
James Afp Work
- Managing Director - APAC Region @ (December 2018 - Present)
- Financial Planner @ (October 2017 - Present)
- Portfolio Manager @ Index Funds Australia (March 2017 - October 2017)
- Financial Planner AFP® @ Zenith Super (February 2015 - October 2017)
- Associate @ (January 2015 - March 2015)
- Accountant @ (August 2013 - August 2014)
- Junior Associate @ (October 2010 - August 2013)
- Assistant Accountant @ WLW Group (July 2010 - October 2010)
James Afp Education
- Griffith University
Master of Financial Planning
- Monarch Institute
Advanced Diploma of Financial Planning
- Griffith University
Bachelor of Business and Bachelor of Commerce (Finance & Accounting)
- Somerset College
Activities and societies: House Captain
James Afp Skills
- Accounting
- Business Advisory
- Corporate Tax
- Cross-Border Financial Planning
- Exchange Traded Funds(ETFs) Analysis
- Expatriate Management
- Finance
- Financial Accounting
- Financial Analysis
- Financial Planning
- Financial Reporting
- Income Tax
- International Tax
- Investment Portfolio Design
- Investments
- MYOB
- Management Accounting
- Market Research
- Portfolio Administration
- Portfolio Backtesting
- Portfolio Management
- Portfolio Optimization
- Retirement Planning
- Stock Research
- Superannuation
- Tax
- Tax Accounting
- Tax Advisory
- Tax Financial Planning
- Tax Preparation
- Tax Returns
James Afp Summary
- James Afp, based in Gold Coast, QLD, AU, is currently a Managing Director - APAC Region at Atlas Wealth Management. James Afp brings experience from previous roles at Atlas Wealth Management, Index Funds Australia, Zenith Super and Pulse Markets. James Afp holds a Master of Financial Planning @ Griffith University. With a robust skill set that includes Accounting, Business Advisory, Corporate Tax, Cross-Border Financial Planning, Exchange Traded Funds(ETFs) Analysis and more. James Afp has 2 emails on RocketReach.
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