James Williamson Email & Phone Number
Partner, Senior Client Advisor @ PSK Private Wealth
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James Williamson Location
- Sydney, NSW, AU
James Williamson Work
- Partner, Senior Client Advisor @ (September 2023 - Present)
- Managing Director @ Millhaven Financial Services (January 2006 - September 2023)
- Founder @ Moneyhaven (July 2015 - September 2020)
- Financial Planner @ Guardian Asia Pacific (December 2004 - January 2006)
- Property Consultant @ W Consultancy (October 2002 - December 2004)
- Property Consultant @ Response Real Estate (April 2002 - October 2002)
- Director @ Millbank Auctioneers Limited (February 1999 - February 2002)
James Williamson Education
- SPAA
SSA (Self Managed Super Funds)
2009-2009 - Securities Institute
Advanced Diploma in Financial Services
2003-2005 - Kingston University
Resource Sciences
1993-1995 - King Edward's 1987-1993
James Williamson Skills
- Aged Care
- Business Relationship Management
- Elder Care
- Equities
- Estate Planning
- Finance
- Financial Advisory
- Financial Planners
- Financial Planning
- Financial Services
- Fixed Income Strategies
- Income Protection
- Insurance
- Investment Advisory
- Investment Strategies
- Investments
- LRBAs
- Loans
- Mortgage Lending
- Pensions
- Portfolio Management
- Relationship Management
- Retirement
- Retirement Planning
- SMSF
- Self Managed Superannuation Funds (SMSF)
- Small Business
- Strategic Financial Planning
- Strategy
- Superannuation
- Wealth
- Wealth Management
James Williamson Summary
- James Williamson, based in Sydney, NSW, AU, is currently a Partner, Senior Client Advisor at PSK Private Wealth. James Williamson brings experience from previous roles at Millhaven Financial Services, Moneyhaven, Guardian Asia Pacific and W Consultancy. James Williamson holds a 2009 - 2009 SSA in Self Managed Super Funds @ SPAA. With a robust skill set that includes Aged Care, Business Relationship Management, Elder Care, Equities, Estate Planning and more. James Williamson has 1 emails on RocketReach.
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Gina Mavraidis
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Francis Raymond
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Paula Guagliardo
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