James Thomas Email
Financial Adviser @ Midsec Pty Ltd
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James Thomas Location
- Adelaide, SA, AU
James Thomas Work
- Financial Adviser @ (February 2023 - Present)
- Senior Financial Planner @ (September 2015 - February 2023)
- Financial Planner @ (July 2013 - September 2015)
- Assistant Planner @ (September 2011 - July 2013)
- Graduate Business Analyst @ (April 2010 - September 2011)
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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