James Davis
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James Davis Email & Phone Number

Data Analyst at ESSSuper
Location: Yarraville, Victoria, Australia 11 work roles 4 schools
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Current company
Role
Data Analyst
Location
Yarraville, Victoria, Australia
Company size

Who is James Davis? Overview

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Quick answer

James Davis is listed as Data Analyst at ESSSuper, a company with 158 employees, based in Yarraville, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for James Davis.

James Davis previously worked as Advice Case Assessor at Kpmg Australia and Financial Planner at Moneylab. James Davis holds Graduate Certificate In Professional Data Analytics from Swinburne University Of Technology.

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Email format at ESSSuper

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ESSSuper

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Profile bio

About James Davis

James Davis is a Data Analyst at ESSSuper.

Current workplace

James Davis's current company

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ESSSuper
Esssuper
Data Analyst
melbourne, victoria, australia
Website
Employees
158
AeroLeads page
11 roles

James Davis work experience

A career timeline built from the work history available for this profile.

Data Analyst

Current

Melbourne, Victoria, Australia

Mar 2023 - Present

Data Analyst

Melbourne, Victoria, Australia

- Maintain and develop dashboards that provides data visualisations and reports through Power BI desktop.- Assist with any ad-hoc data requests received from key stakeholders- Coordinate with multiple research agencies to complete annual and quarterly survey subscriptions.- Collaborate with multiple stakeholders across multiple adhoc research/strategic.

Mar 2023 - Dec 2024

Advice Case Assessor

Melbourne, Victoria, Australia

- Analyse financial advice files and documentation across a range of advice areas including asset allocation, margin lending, personal insurance and direct equities.- Investigate any missing information (ie advice documentation, undocumented transactions).- Engage and collaborate with other stakeholders (ie Quality Control officers, training coaches.

Jul 2021 - Jul 2022

Financial Planner

Melbourne, Victoria, Australia

- Meet and greet high net worth clients that require wealth management, personal insurance or retirement planning advice.- Discuss complex financial planning strategies to help customers achieve financial goals and mitigate potential financial risks, etc. This includes super contributions, limited recourse borrowing arrangements, property investment via.

Nov 2018 - Jul 2021

Financial Planner (Phone Based)

Sydney, New South Wales, Australia

- Deliver holistic personal advice in area of retirement planning, personal insurance, centrelink, allocated pensions and managed investments over the phone, video conferencing and face-to-face.- Prepare and present statement of advice for any personal recommendations for retirement planning, risk management, aged pensions and super consolidation..

Apr 2015 - Oct 2018

Training And Development Coordinator

Life Insurance Direct

Development, coordination and implementation of various training programs for all new and existing staff.Facilitate and drive the onboarding process for new staff.Liaise with external stakeholders (ie business development managers, licensees) to facilitate training sessions for internal staff.Conduct quality assurance activities such as listening to phone.

Dec 2012 - Jun 2014

Insurance Advisor

Life Insurance Direct

Deliver scaled advice to customers in areas of life, total and permanent disability, trauma and income protection.Generate new business from online referrals.Conduct online applications over the phone and submit to the insurer.Manage and co-ordinate training programs for all new employees.

Feb 2012 - Jun 2014

Training & Compliance Manager

Feb 2012 - Jun 2014

Customer Service Representative

Colonial First State

Duties involved handling inbound enquiries from investors and advisers regarding managed investment, allocated pensions superannuation and insurance.

Jul 2010 - Feb 2012

Administrator

Ord Minnett

Handling adviser phone enquiries regarding cash management trusts and share settlements.Day to day processing of redemption's, applications and debits and credit files.Preparing bank reconciliations across CMT's and other managed fund investment schemes.

Nov 2006 - Jul 2010

Customer Service Representative

Anz

Handling inbound enquiries in retail banking division at a call centre.

Jan 2005 - Jul 2006
Team & coworkers

Colleagues at ESSSuper

Other employees you can reach at esssuper.com.au. View company contacts for 158 employees →

4 education records

James Davis education

Professional Diploma, Financial Planning

Kaplan Professional Diploma

Bachelor, Business, Marketing & Economics/Finance

Swinburne University Of Technology

Graduate Certificate, Data Analytics

Swinburne University Of Technology
FAQ

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Quick answers generated from the profile data available on this page.

What company does James Davis work for?

James Davis works for ESSSuper.

What is James Davis's role at ESSSuper?

James Davis is listed as Data Analyst at ESSSuper.

Where is James Davis based?

James Davis is based in Yarraville, Victoria, Australia while working with ESSSuper.

What companies has James Davis worked for?

James Davis has worked for Esssuper, Kpmg Australia, Moneylab, Commonwealth Bank, and Life Insurance Direct.

Who are James Davis's colleagues at ESSSuper?

James Davis's colleagues at ESSSuper include Joseph Moore, Jamie Craik, Kristine Powell, Chris Winton, and Ivone Caeiro Alves.

How can I contact James Davis?

You can use AeroLeads to view verified contact signals for James Davis at ESSSuper, including work email, phone, and LinkedIn data when available.

What schools did James Davis attend?

James Davis holds Graduate Certificate In Professional Data Analytics from Swinburne University Of Technology.

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