James Thomas Email
Financial Adviser @ Midsec Pty Ltd
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James Thomas Location
- Adelaide, SA, AU
James Thomas Work
- 2023 -now Financial Adviser @
- 2015 -2023 Senior Financial Planner @
- 2013 -2015 Financial Planner @
- 2011 -2013 Assistant Planner @
- 2010 -2011 Graduate Business Analyst @
James Thomas Education
- Kaplan Professional
- Prince Alfred College
- University of South Australia
- Vienna University of Economics and Business Administration
James Thomas Skills
- Leadership
- Portfolio Management
- Strategic Financial Planning
- Investment Strategies
- Superannuation
- Project Management
- Banking
- Risk Management
- Asset Management
- Relationship Management
- Personal Insurance Claims Management
- Research
- Microsoft Excel
- Finance
- Public Speaking
- Insurance
- Retirement Planning
- Wealth Management
James Thomas Summary
- James Thomas, based in Adelaide, SA, AU, is currently a Financial Adviser at Midsec Pty Ltd. James Thomas brings experience from previous roles at Platinum Strategies, Next Generation Financial Strategies, Westpac and Bridgestone Australia. James Thomas holds a Kaplan Professional. With a robust skill set that includes Leadership, Portfolio Management, Strategic Financial Planning, Investment Strategies, Superannuation and more. James Thomas has 2 emails on RocketReach.
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