James McGregor Email & Phone Number
Executive Chairman @ Apt Wealth Partners
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James McGregor Location
- Sydney, NSW, AU
James McGregor Work
- 2025 -now Executive Chairman @
- 2013 -2025 Managing Director @
- 1992 -2013 CEO- Bridges St Martins Tower @
- 1987 -1990 Investment Manager @
James McGregor Education
- Deakin University
Diploma of Financial Planning (Financial Planning)
1992-1993 - FINSIA
Graduate Diploma in Applied Finance and Investment (Financial Services)
1987-1989 - University of New England (AU)
BA(Econ) (Economics)
1983-1986
James McGregor Skills
- Income Protection
- Superannuation
- Equities
- Investments
- Retirement Planning
- Wealth Management
- Investment Strategies
- Financial Planners
- Wealth Accumulation
- Retirement
- Financial Advisory
- Estate Planning
- Wealth
- Strategic Financial Planning
- Pensions
- Microsoft Office
- Strategic Planning
- Financial Modeling
- Leadership
James McGregor Summary
- James McGregor, based in Sydney, NSW, AU, is currently a Executive Chairman at Apt Wealth Partners. James McGregor brings experience from previous roles at Apt. Wealth Partners, Bridges Financial Services and QBE Insurance. James McGregor holds a 1992 - 1993 Diploma of Financial Planning in Financial Planning @ Deakin University. With a robust skill set that includes Income Protection, Superannuation, Equities, Investments, Retirement Planning and more. James McGregor has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Apt Wealth Partners Employees
Toby Simpson
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Melbourne, VIC, AU
James McGregor
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Sydney, NSW, AU
Mark Bardzinski
Chief Operating Officer
Melbourne, VIC, AU
Paul Egan
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Kew, VIC, AU
Sarah Gonzales
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Sydney, NSW, AU
Dermot Reiter
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Melbourne, VIC, AU
Tiffany Dawson
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Melbourne, VIC, AU
Adam Bajcarz
Head of Portfolio Management
Sydney, NSW, AU
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