James Mcmaster's Location
New South Wales, Australia
James Mcmaster's Work
- Co-Founder and Director @ Catalpa Pty Ltd
- Certified Financial Planner and Principal @ When Financial Solutions
- Financial Planner @ Financial Advice Association Australia (FAAA)
- Certified Financial Planner @ Exploring new opportunities within retirement advice in Northern NSW
- Certified Financial Planner @ StatePlus
- Certified Financial Planner @ State Super Financial Services
- Stock Broker @ ABN AMRO Morgans
- Stockbroker @ WILSONS
James Mcmaster's Education
- University of New England (AU)
Bachelor’s Degree (Accounting and Finance)
1997 - 2000 - The Armidale School
Higher School Certificate
1991 - 1996
James Mcmaster's Skills
- Investments
- Portfolio Management
- Wealth Management
- Equities
- Financial Planning
- Retirement Planning
- Investment Strategies
- Financial Modeling
- Financial Advisory
- Retirement
James Mcmaster's Summary
James McMaster, based in New South Wales, Australia, is currently a Co-Founder and Director at Catalpa Pty Ltd, bringing experience from previous roles at When Financial Solutions, Financial Planning Association of Australia, Exploring new opportunities within retirement advice in Northern NSW and StatePlus. James McMaster holds a 1997 - 2000 Bachelor’s Degree in Accounting and Finance @ University of New England (AU). With a robust skill set that includes Investments, Portfolio Management, Wealth Management, Equities, Financial Planning and more, James McMaster contributes valuable insights to the industry. James McMaster has 3 emails on RocketReach.
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