James Weir Email
Financial Adviser @ Tribel
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James Weir Location
- Australia
James Weir Work
- 2023 -now Financial Adviser @
- 2021 -2023 Financial Adviser @
- 2020 -2021 Associate Financial Adviser @
- 2019 -2020 Financial Planner Associate @
- 2018 -2019 Paraplanner @
- 2017 -2018 Financial Planning Support Officer @
- 2013 -2017 Business Analyst @
James Weir Education
- Kaplan Professional
Master of Financial Planning
2018-2020 - ACER
Financial Adviser Standards and Ethics Authority (FASEA) Exam (Ethics)
2020-2020 - Kaplan Professional
Accredited Derivatives Adviser 1 (Investments and Securities)
2020-2020 - Kaplan Professional
Advanced Diploma Financial Planning
2017-2017 - Kaplan Professional
Diploma of Financial Planning
2016-2016 - University of South Australia
Bachelor of Applied Finance (Economics)
2010-2013 - Aquinas College 2011-2013
- Financial Planning Association of Australia
Certified Financial Planner (CFP)
James Weir Summary
- James Weir, based in Australia, is currently a Financial Adviser at Tribel Advisory. James Weir brings experience from previous roles at Morgans Financial Limited, Perpetual Limited and ANZ. James Weir holds a 2018 - 2020 Master of Financial Planning @ Kaplan Professional. James Weir has 1 emails on RocketReach.
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