James Stephen Email & Phone Number
Director - Aintree Group Wealth @ Aintree Group
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James Stephen Location
- Camberwell, VIC, AU
James Stephen Work
- 2022 -now Director - Aintree Group Wealth @
- 2016 -2022 Senior Financial Planner @
- 2016 -2022 Host of The Saving Money Australia Radio Show @ 94.1FM 3WBC
- 2011 -2017 Lecturer @ Monash University
- 2007 -2016 Business Financial Planner @ Stephen & Partners Wealth Management
- 2003 -2007 Financial planner @ De Run Financial Solutions
- 2001 -2003 Management Accountant - Contracting @ Linfox/Regency
- 1999 -2001 Management Accountant and Product Development @ Hemscott
- 1998 -1999 Management Accountant - Contracting @
James Stephen Education
- Financial Planning Association
Certified Financial Planner
2009-2011 - FPA/UNSW
Estate Planning Strategist Program (Estate Planning, Family Wealth Management)
2010-2010 - Kaplan
Advanced Diploma of Financial Services (Financial Planning)
2003-2005 - Deakin University
Bachelor of Commerce (Economics and Finance)
1995-1997
James Stephen Skills
- Cash Flow Management
- Investment Management
- Financial Planning
- Cash Flow Management Advice
- Strategic Financial Planning
- Wealth Management
- Small Business
- Finance
- Entrepreneurship
- Business Planning
- Financial Services
- Business
- Financial Advisory
- Financial Modeling
- Project Management
- Strategic Planning
- Risk Management
- Portfolio Management
- Business Development
- Retirement Planning
- Business Strategy
- Estate Planning
- Insurance
- Financial project management
- Succession Planning
- Funding
- Adult Education
- Higher Education
- Management
- Coaching
- Relationship Management
- Leadership
- Mentoring
- Teaching
- Communication
- Debt Management
- SMSF
- Advice
- Business Financial Planning
- SMSF Advice
- Estate Planning Advice
- Business & Personal Insurance Advice
- Business Succession Planning Advice
- Investment Portfolio Advice & Management
- Retirement Planning Advice
- Small Business Advice
- Business Value Improvement
- Financial Management
- E-Learning
- Written Communication
James Stephen Summary
- James Stephen, based in Camberwell, VIC, AU, is currently a Director - Aintree Group Wealth at Aintree Group. James Stephen brings experience from previous roles at Strategic Wealth Services, 94.1FM 3WBC, Monash University and Stephen & Partners Wealth Management. James Stephen holds a 2009 - 2011 Certified Financial Planner @ Financial Planning Association. With a robust skill set that includes Cash Flow Management, Investment Management, Financial Planning, Cash Flow Management Advice, Strategic Financial Planning and more. James Stephen has 1 emails on RocketReach.
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Top Aintree Group Employees
James Stephen
Director - Aintree Group Wealth
Camberwell, VIC, AU
David Bishop
Superannuation Manager
Melbourne, VIC, AU
Richard Scarlett
GM
New Zealand
Nick Binney
Senior Accountant
Melbourne, VIC, AU
Jash Dutia
Accountant
Melbourne, VIC, AU
Sammi Wu
Legal Assistant
Melbourne, VIC, AU
Krishan Weerakoon
Accountant
Melbourne, VIC, AU
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