James Banfield Email & Phone Number
Managing Director
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James Banfield Location
- Melbourne, VIC, AU
James Banfield Work
- Managing Director @ Ethical Solar Solutions Pty Ltd (April 2015 - Present)
- Managing Director @ (July 2006 - Present)
- Managing Director @ MyMoneyFinance Pty Ltd (July 2010 - June 2012)
- Owner @ Alliton Securities Pty Ltd (January 2006 - January 2010)
- Director @ Alliton Limited (January 2006 - January 2009)
- Head of MIS @ (January 2002 - January 2004)
- State Manager Victoria and Head of Distribution @ Advance Funds Management (January 1994 - January 1999)
- Group General Manager @ Advisor Investment Services (January 1990 - January 1992)
- Senior Manager Accounting and Financial Controller @ National Australia Limited / National Australia Bank (January 1987 - January 1990)
- CFO @ The Over 50's Friendly Society (April 1984 - June 1987)
- Audit and Tax Manager @ Alexander & Spencer (January 1981 - January 1985)
- Audit @ Bentley Wheeler (January 1973 - January 1976)
James Banfield Education
- RMIT
Diploma of Financial Serices - Financial Planning (RG 146 - Tier1)
2005-2005 - AGSM
Executive MBA (Management)
1996-1998 - Institute Of Chartered Accountants Australia
Professional Year (Accounting)
1979-1979 - Swinburne University of Technology
Business (Accounting & Law)
1973-1979
James Banfield Skills
- Financial Planning
- Asset Management
- Investments
- Wealth Management
- Management Consulting
- Business Strategy
- Wealth
- Funding
- Accounting
- Strategic Financial Planning
- Finance
- Financial Analysis
- Investment Management
- Management
- Derivatives
- Tax
- Financial Services
- Investment Strategies
- Alternative Investments
- Investment Banking
- Financial Risk
- Fixed Income
- Mutual Funds
- Bonds
- Retirement Planning
- Private Equity
- Equities
- Risk Management
- Auditing
- Asset Allocation
- Superannuation
- Financial Advisory
- Insurance
- Investment Advisory
- Loans
- Pensions
- Due Diligence
- Hedge Funds
- Business Planning
- Mergers & Acquisitions
- Estate Planning
- Portfolio Management
- Relationship Management
- Strategy
- Business Development
- Strategic Planning
- Small Business
- Team Building
- Business Relationship Management
- Sales
- Project Management
- Mergers and Acquisitions
James Banfield Summary
- James Banfield, based in Melbourne, VIC, AU, is currently a Managing Director at Ethical Solar Solutions Pty Ltd. James Banfield brings experience from previous roles at Advisor Relationship Marketing, MyMoneyFinance Pty Ltd, Alliton Securities Pty Ltd and Alliton Limited. James Banfield holds a 2005 - 2005 Diploma of Financial Serices - Financial Planning in RG 146 - Tier1 @ RMIT. With a robust skill set that includes Financial Planning, Asset Management, Investments, Wealth Management, Management Consulting and more. James Banfield has 2 emails and 1 mobile phone numbers on RocketReach.
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