James Millard Email & Phone Number
Financial Adviser | Author | Approachable Money Guy | Speaker | Smart Money Decisions @ Sufficient Funds
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James Millard Location
- Newcastle, NSW, AU
James Millard Work
- 2018 -now Financial Adviser | Author | Approachable Money Guy | Speaker | Smart Money Decisions @
- 2016 -2018 Genxt Chair NSW @ Association of Financial Advisers (AFA)
- 2014 -2018 Founder | Director | Personal Financial Adviser | Mortgage Broker @ YOLO Financial Services
- 2014 -2014 General Manager NSW and QLD | Financial Adviser @ Anne Street Partners
- 2010 -2014 State Manager NSW | Financial Adviser @ Anne Street Partners
- 2007 -2010 Financial Adviser @ Anne Street Partners
- 2005 -2007 Direct Sales and New Business Officer @
James Millard Education
- NSW Real Estate Training College
Diploma of Finance & Mortgage Broking Management
2014 - Pinnacle Financial Services Academy
Certificate IV in Finance & Mortgage Broking
2014 - National Finance Institute
Self Managed Super Funds (SMSF)
2010-2010 - University of Newcastle
Bachelor of Commerce (B.Com.) (Finance, Economics)
2001-2004 - Univeristy of Victoria, BC Canada 2001-2004
- National Finance Institute
(Financial Planning and Services)
2003 - Kaplan Professional
James Millard Skills
- Value Creation
- Building Connections
- Leadership
- Thought Leadership
- Wealth Management
- Client Education
- Superannuation
- People Skills
- Entrepreneurial Finance
- Client Rapport
- Holistic Financial Planning
- Trusting Relationships
- Strategic Financial Planning
- Wealth Accumulation
- Retirement Planning
- Investment Strategies
- New Business Development
- Debt Management
- Finance
- Wealth
- Financial Goals
- Relationship Management
- Risk Management
- Retirement
- Portfolio Management
- Income Protection
- Financial Coaching
- Personal Finance
- SMSF
- Asset Management
- Business Strategy
- Estate Planning
- Financial Risk
- Residential Mortgages
- Management
- Asset Allocation
- Pensions
- Mortgage Lending
- Life Insurance
- Social Media Marketing
- Goal Setting
- Surfing
- Strategic Visionary
- Blogging
- Problem Solving
- Real Estate
- Collaborative Leadership
James Millard Summary
- James Millard, based in Newcastle, NSW, AU, is currently a Financial Adviser | Author | Approachable Money Guy | Speaker | Smart Money Decisions at Sufficient Funds. James Millard brings experience from previous roles at Association of Financial Advisers (AFA), YOLO Financial Services and Anne Street Partners. James Millard holds a Diploma of Finance & Mortgage Broking Management @ NSW Real Estate Training College. With a robust skill set that includes Value Creation, Building Connections, Leadership, Thought Leadership, Wealth Management and more. James Millard has 1 emails on RocketReach.
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