James Cheetham Email
Associate Portfolio Manager, Sustainable Investments @ Australian Retirement Trust
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James Cheetham Location
- Brisbane City, QLD, AU
James Cheetham Work
- Associate Portfolio Manager, Sustainable Investments @ (February 2022 - Present)
- Sustainable Investments Analyst @ (April 2019 - February 2022)
- Product Manager - Investment Solutions @ (January 2018 - April 2019)
- Product Specialist - Investment Solutions @ (November 2016 - December 2017)
- Senior Technical Officer - Investments @ (July 2013 - November 2016)
- Senior Superannuation Officer @ (July 2011 - July 2013)
- Ashgrove Branch Manager - Wealth Manager @ (June 2010 - July 2011)
- Advisor and Planner @ ABC Mortgages (May 2008 - June 2010)
James Cheetham Education
- Concordia University
Sustainable Investment Professional Certificate
2017-2018 - QUT (Queensland University of Technology)
Master's degree (Applied Finance)
2012-2016 - Crown Law - Department of Justice and Attorney-General 2015-2015
- Kaplan Professional Education (Australia) 2014-2014
- RG146
Diploma (Financial Planning)
2009-2009 - National Finance Institute
Cert IV (Financial Services (Mortgage Broking))
2008-2008 - The University of Queensland
Bachelor of Arts (English, Social Science)
2007-2007
James Cheetham Skills
- Pension Funds
- Financial Advisory
- Superannuation
- Estate Planning
- Finance
- Pensions
- Life Insurance
- Income Protection
- Insurance
- Mortgage Lending
- Financial Services
- Portfolio Management
- Strategic Financial Planning
- Residential Mortgages
- Investments
- Financial Planning
- Wealth
- Risk Management
- Strategic Financial
James Cheetham Summary
- James Cheetham, based in Brisbane City, QLD, AU, is currently a Associate Portfolio Manager, Sustainable Investments at Australian Retirement Trust. James Cheetham brings experience from previous roles at QSuper Group. James Cheetham holds a 2017 - 2018 Sustainable Investment Professional Certificate @ Concordia University. With a robust skill set that includes Pension Funds, Financial Advisory, Superannuation, Estate Planning, Finance and more. James Cheetham has 1 emails on RocketReach.
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