James Greentree Email
Operations Manager | Associate Director @ Quill Group | Business Accounting & Financial Planning
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James Greentree Location
- Brisbane City, QLD, AU
James Greentree Work
- Operations Manager | Associate Director @ (September 2017 - Present)
- Head of Advice Delivery @ (March 2016 - September 2017)
- Practice Development Manager @ Financial Wisdom Limited (November 2014 - February 2016)
- Business Manager, Distribution @ (March 2014 - August 2014)
- State Advice Coach - QLD - Financial Planning @ (November 2013 - March 2014)
- Manager - Research, Technical, and Review Services - Financial Planning @ (August 2011 - November 2013)
- Research Manager @ (September 2007 - July 2011)
James Greentree Education
- Deakin University
Diploma of Financial Planning (DFP) ( Financial Planning)
1999-2002 - Griffith University
Bachelor of Commerce (BCom) ( Economics)
1989-1991
James Greentree Skills
- Investments
- Estate Planning
- Strategic Financial Planning
- Wealth Management
- Portfolio Management
- Superannuation
- Insurance
- Succession Planning
- Pensions
- Investment Strategies
- Financial Advisory
- Wealth
- Retirement Planning
- Investment Advisory
- Financial Planning
James Greentree Summary
- James Greentree, based in Brisbane City, QLD, AU, is currently a Operations Manager | Associate Director at Quill Group. James Greentree brings experience from previous roles at Quill Group, Financial Wisdom Limited and Cua - Credit Union Australia Limited. James Greentree holds a 1999 - 2002 Diploma of Financial Planning (DFP) in Financial Planning @ Deakin University. With a robust skill set that includes Investments, Estate Planning, Strategic Financial Planning, Wealth Management, Portfolio Management and more. James Greentree has 1 emails on RocketReach.
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