James Merlino's Location
Melbourne, VIC, AU
James Merlino's Work
- Senior Consultant @ KPMG Australia
- Technical Specialist @ Link FS
- Financial Planner @ ANZ
- Financial Adviser (Cbus Super) @ Superpartners
- Paraplanner @ First State Super
- Sales and Advice @ NAB
- Financial Advice Network @ AXA
James Merlino's Education
- Kaplan Australia
Graduate Diploma in Financial Planning
2006 - 2008 - RMIT University
James Merlino's Skills
- Estate Planning
- Financial Advisory
- Financial Planners
- Stakeholder Management
- Pensions
- Insurance
- Retirement Planning
- Financial Planning
- Portfolio Management
- Tax
James Merlino's Summary
James Merlino, based in Melbourne, VIC, AU, is currently a Senior Consultant at KPMG Australia, bringing experience from previous roles at Link FS, ANZ, Superpartners and Health Super Financial Planning. James Merlino holds a 2006 - 2008 Graduate Diploma in Financial Planning @ Kaplan Australia. With a robust skill set that includes Estate Planning, Financial Advisory, Financial Planners, Stakeholder Management, Pensions and more, James Merlino contributes valuable insights to the industry. James Merlino has 1 email and 1 mobile phone number on RocketReach.
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