James Syme Email
Private Client Adviser @ Morgans Financial Limited
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James Syme Location
- Melbourne, VIC, AU
James Syme Work
- 2016 -now Private Client Adviser @
- 2013 -2016 Financial Adviser @
- 2012 -2013 Financial Adviser @ Tribeca Financial
- 2011 -2012 Financial Planner @
- 2010 -2011 Senior Markets Officer @
- 2008 -2010 Trade Finance Assistant @ Metal Corp Trading AG
James Syme Education
- Financial Planning Association
Certified Financial Planner (Finance)
2017-2018 - IIT
Advanced Diploma of Financial Planning
2013-2015 - IIT
Diploma of Financial Services (Financial Planning)
2012-2012 - IIT
SMSF & Margin Lending Course
2012-2012 - Monash University
Bachelor of Commerce (Finance and Economics)
2004-2007
James Syme Summary
- James Syme, based in Melbourne, VIC, AU, is currently a Private Client Adviser at Morgans Financial Limited. James Syme brings experience from previous roles at Stantins, Tribeca Financial, AMP Financial Services and ANZ. James Syme holds a 2017 - 2018 Certified Financial Planner in Finance @ Financial Planning Association. James Syme has 1 emails on RocketReach.
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