Stephen James's Location
Sydney, NSW, AU
Stephen James's Work
- Principal Consultant @ Ord Minnett
- Consultant Lecturer @ Securities & Investments Institute Asia-Pacific
- Senior Tax Manager @ EY
- Commerce Cadet @ BHP, Newcastle
Stephen James's Education
- Scouts Australia Institute of Training
Certificate IV (Leadership)
2012 - 2014 - Scouts Australia Institute of Training
Certificate IV (Frontline Management)
2012 - 2014 - FPA - Deakin University
Certified Financial Planner (Financial Planning)
- Institute of Chartered Accountants in Australia
Chartered Accountant (Chartered Accounting)
- University of Newcastle
B Comm (Accounting & Finance)
1979 - 1983
Stephen James's Skills
- Investment Strategies
- Wealth Management
- Wealth
- Tax
- Superannuation
- Portfolio Management
- Asset Allocation
- Investment Advisory
- Asset Management
- Equities
Stephen James's Summary
Stephen James, based in Sydney, NSW, AU, is currently a Principal Consultant at Ord Minnett, bringing experience from previous roles at Securities & Investments Institute Asia-Pacific, Ernst & Young, Sydney and BHP, Newcastle. Stephen James holds a 2012 - 2014 Certificate IV in Leadership @ Scouts Australia Institute of Training. With a robust skill set that includes Investment Strategies, Wealth Management, Wealth, Tax, Superannuation and more, Stephen James contributes valuable insights to the industry. Stephen James has 2 emails on RocketReach.
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