James McMaster Email
Co-Founder and Director @ Catalpa Pty Ltd
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James McMaster Location
- New South Wales, Australia
James McMaster Work
- 2021 - now Co-Founder and Director @
- 2019 - now Certified Financial Planner and Principal @
- 2003 - now Financial Planner @
- 2019 - 2019 Certified Financial Planner @ Exploring new opportunities within retirement advice in Northern NSW
- 2015 - 2019 Certified Financial Planner @
- 2008 - 2015 Certified Financial Planner @
- 2006 - 2008 Stock Broker @ ABN AMRO Morgans
- 2003 - 2004 Stockbroker @
James McMaster Education
- University of New England (AU)
Bachelor’s Degree (Accounting and Finance)
1997 - 2000 - The Armidale School
Higher School Certificate
1991 - 1996
James McMaster Skills
- Investments
- Portfolio Management
- Wealth Management
- Equities
- Financial Planning
- Retirement Planning
- Investment Strategies
- Financial Modeling
- Financial Advisory
- Retirement
- Pensions
- Risk Management
- Pension Funds
- Public Speaking
- Buyer Representation
- Leadership
- Single Family Homes
- Microsoft Excel
- Customer Service
- Investment Properties
James McMaster Summary
- James McMaster, based in New South Wales, Australia, is currently a Co-Founder and Director at Catalpa Pty Ltd. James McMaster brings 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 has 1 emails on RocketReach.
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