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
- Accredited Aged Care Specialist
- Asset Allocation
- Estate Planning
- Finance
- Financial Advisory
- Financial Goals
- Financial Planning
- Geared Investments
- Holistic Financial Planning
- Income Protection
- Investment Advisory
- Investment Strategies
- Investments
- Margin Lending
- Pensions
- Personal Financial Planning
- Retirement
- Retirement Planning
- SMSF
- Strategic Financial Planning
- Superannuation
- Wealth
- Wealth Accumulation
- Wealth Management
- 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 Accredited Aged Care Specialist, Asset Allocation, Estate Planning, Finance, Financial Advisory and more. James Shaw has 1 emails on RocketReach.
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