James Thomas

James Thomas Email and Phone Number

Financial Adviser @ Midsec Pty Ltd
James Thomas's Location
Greater Adelaide Area, Australia
James Thomas's Contact Details

James Thomas personal email

About James Thomas

With a Business Analyst background, James has over 10 years experience in the Financial Services industry. James specialises in wealth creation, superannuation, retirement planning and intergenerational wealth. James facilitates relationships and effectively creates seamless communication between professional services for his clients. James holds close bonds with his clients, helping them make informed, educated decisions.Having clients in SA, VIC, NSW, QLD and WA, James provides advice to clients throughout Australia, both in rural and city areas. James is an Authorised Representative of Midsec Pty Ltd

James Thomas's Current Company Details
Midsec Pty Ltd

Midsec Pty Ltd

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Financial Adviser
Website:
midsec.com.au
Employees:
14
James Thomas Work Experience Details
  • Midsec Pty Ltd
    Financial Adviser
    Midsec Pty Ltd Feb 2023 - Present
    Adelaide, South Australia, Australia
    View
  • Platinum Strategies
    Senior Financial Planner
    Platinum Strategies Sep 2015 - Feb 2023
    Suite 6, Level 2 148 Greenhill Rd Parkside Sa 5063
    View
  • Next Generation Financial Strategies
    Financial Planner
    Next Generation Financial Strategies Jul 2013 - Sep 2015
    Fullarton
  • Westpac
    Assistant Planner
    Westpac Sep 2011 - Jul 2013
    Adelaide, Australia
    View
  • Bridgestone Australia
    Graduate Business Analyst
    Bridgestone Australia Apr 2010 - Sep 2011
    View

James Thomas Skills

Wealth Management Strategic Financial Planning Risk Management Finance Retirement Planning Banking Portfolio Management Superannuation Insurance Investment Strategies Asset Management Relationship Management Personal Insurance Claims Management

James Thomas Education Details

Frequently Asked Questions about James Thomas

What company does James Thomas work for?

James Thomas works for Midsec Pty Ltd

What is James Thomas's role at the current company?

James Thomas's current role is Financial Adviser.

What is James Thomas's email address?

James Thomas's email address is jr****@****ail.com

What schools did James Thomas attend?

James Thomas attended Kaplan Professional, Prince Alfred College, Prince Alfred College, University Of South Australia, Vienna University Of Economics And Business Administration.

What skills is James Thomas known for?

James Thomas has skills like Wealth Management, Strategic Financial Planning, Risk Management, Finance, Retirement Planning, Banking, Portfolio Management, Superannuation, Insurance, Investment Strategies, Asset Management, Relationship Management.

Who are James Thomas's colleagues?

James Thomas's colleagues are Liam Haren, Melanie Atwell, Lauren Pavljuk, Patsy Karapas, Lauren Pavljuk, Pete Sanders, Tayla Kerr.

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