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
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