James Smith Email & Phone Number
Head of Melbourne, Senior Investment Adviser @ Providence Wealth Advisory Group
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James Smith Location
- Melbourne, VIC, AU
James Smith Work
- 2025 -now Accredited Advisor @
- 2015 -now Head of Melbourne, Senior Investment Adviser @
- 2021 -now External Advisor, Investment and Funds Management Committee @
- 2012 -2015 Director - Deputy Head of Domestic Sales @
- 2003 -2012 Director - Head of Melbourne Sales @
- 1998 -2002 Associate Director @
- 1994 -1997 Sales and Sales Trading @ E. L. & C Baillieu Stockbroking
James Smith Education
- International Institute of Business and Technology Australia
FN S50615 Diploma of Financial Planning
2015-2015 - Security Institute of Australia
Graduate Diploma in Applied Finance and Investment (Finance, General)
1995-1997 - Deakin University
Bachelor of Commerce (B.Com.) (Management, Marketing,)
1992-1994 - Geelong Grammar 1983-1988
- Scotch College
James Smith Skills
- Investment Banking
- Valuation
- Sales
- Financial Markets
- Account Management
- Asset Management
- Financial Analysis
- Equity Trading
- Portfolio Management
- Equities
- Investments
- Financial Modeling
- Trading
- Capital Markets
- Hedge Funds
- Equity Research
- Investment Management
- Fixed Income
- Derivatives
James Smith Summary
- James Smith, based in Melbourne, VIC, AU, is currently a Head of Melbourne, Senior Investment Adviser at Providence Wealth Advisory Group. James Smith brings experience from previous roles at Family Business Association (AU), Benetas, CIMB Securities (Australia) Ltd and RBS Global Banking & Markets. James Smith holds a 2015 - 2015 FN S50615 Diploma of Financial Planning @ International Institute of Business and Technology Australia. With a robust skill set that includes Investment Banking, Valuation, Sales, Financial Markets, Account Management and more. James Smith has 3 emails on RocketReach.
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