James Green Email & Phone Number
Senior Financial Planner | Partner @ Core Wealth Financial Planning
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James Green Location
- Perth, WA, AU
James Green Work
- 2017 -now Senior Financial Planner | Partner @
- 2014 -2017 Associate @
- 2013 -2014 Associate Financial Planner @ Sovereign Plus
James Green Education
- Financial Planning Association
Certified Financial Planner CFP®
2017-2019 - Master of Financial Planning
(Financial Planning and Services)
2014-2016
James Green Skills
- Financial Planning
- Investment Advisory
- Microsoft Excel
- Aged Care Advice
- Xplan
- SMSF
- Superannuation
- Insurance
- Estate Planning
- Australian Taxation
- Gearing
- Business Development
James Green Summary
- James Green, based in Perth, WA, AU, is currently a Senior Financial Planner | Partner at Core Wealth Financial Planning. James Green brings experience from previous roles at Morgan Stanley and Sovereign Plus. James Green holds a 2017 - 2019 Certified Financial Planner CFP® @ Financial Planning Association. With a robust skill set that includes Financial Planning, Investment Advisory, Microsoft Excel, Aged Care Advice, Xplan and more. James Green has 1 emails and 1 mobile phone numbers on RocketReach.
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