James Shaw Email
Financial Planner @ Intergenerational Wealth
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James Shaw Location
- Mount Waverley, VIC, AU
James Shaw Work
- Financial Planner @ (September 2024 - Present)
- Senior Financial Adviser @ (November 2021 - September 2024)
- Financial Advisor @ (July 2017 - November 2021)
- Financial Adviser @ (October 2010 - June 2017)
James Shaw Education
- University of Canberra
Bachelor of Commerce (BCom) (Financial Planning and Services)
2010-2012
James Shaw Skills
- Retirement Planning
- Wealth Management
- Retirement
- Investment Advisory
- Strategic Financial Planning
- Estate Planning
- Financial Advisory
- Investment Strategies
- Wealth
- Superannuation
- Investments
- Wealth Accumulation
- Asset Allocation
- Income Protection
- Pensions
- Financial Planning
- Finance
- Microsoft Excel
- Research
- Project Management
- Public Speaking
James Shaw Summary
- James Shaw, based in Mount Waverley, VIC, AU, is currently a Financial Planner at Intergenerational Wealth | Financial Planning - Superannuation - Retirement - In. James Shaw brings experience from previous roles at King Financial Group and Financial Index Wealth Accountants. James Shaw holds a 2010 - 2012 Bachelor of Commerce (BCom) in Financial Planning and Services @ University of Canberra. With a robust skill set that includes Retirement Planning, Wealth Management, Retirement, Investment Advisory, Strategic Financial Planning and more. James Shaw has 1 emails on RocketReach.
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