James Williamson

James Williamson Email and Phone Number

Partner, Senior Client Adviser @ PSK Private Wealth
James Williamson's Location
Greater Sydney Area, Australia
James Williamson's Contact Details

James Williamson work email

James Williamson personal email

n/a

James Williamson phone numbers

About James Williamson

SMSF Specialist Adviser SSAJames is the Managing Director of Millhaven and has been in the financial services industry in Australia for the past 20 years. He is a Self Managed Superannuation Specialist Adviser with SMSFA. Before entering the financial services industry in Australia James established 6-year tenure as an asset recovery specialist for the Insolvency industry in the UK working for The Millbank Group UK Ltd. Working directly with The Insolvency Service, Independent Insolvency Practitioners such as Radfords, BKL Tenon and Price Waterhouse Coopers and The High Court in the capacity of a Sheriffs' Officer, James has taken his experience in dealing with companies and individuals facing insolvency and personal bankruptcy on a day to day basis and has used this to aid his present and future clients in 'what not to do' as well as 'what to do'. Why do I think there is clear blue water between Millhaven and some other Financial Planning firms?"Firstly because we go the extra mile to find the best solution and strategy, not simply the most convenient one. Secondly, we understand that financial matters can be daunting, and first and foremost it's about people in uncharted territory who need reassurance, service and sound advice that fits their beliefs." What do you feel allows you to relate to your clients?"Well, I am married have 3 children, plus I have investments and a mortgage, so I understand some of the concerns and challenges facing families and those looking to build their futures.Specialties: Self Managed Super Funds, Small Business Owners and Medical Professionals

James Williamson's Current Company Details
PSK Private Wealth

Psk Private Wealth

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Partner, Senior Client Adviser
James Williamson Work Experience Details
  • Psk Private Wealth
    Partner, Senior Client Advisor
    Psk Private Wealth Sep 2023 - Present
    Level 12, 25 Martin Place, Sydney, Nsw, 2000
  • Moneyhaven
    Founder
    Moneyhaven Jul 2015 - Sep 2023
    Sydney, Australia
    Helping individuals take back control of their cashflow
  • Millhaven Financial Services
    Managing Director
    Millhaven Financial Services Jan 2006 - Sep 2023
    Pymble, Nsw
    Millhaven is committed to providing the ultimate in strategic and technical planning, as well as servicing each client’s unique ongoing needs. In order to maintain our high standards, your Planner is trained to understand the importance of an in depth analysis of your goals and circumstances that will form the basis of your financial strategy. We feel that we have something to offer every client, some may be in a position that require little or no help and that is the reason we always maintain ‘if it ain’t broke don’t fix it’! Therefore we will build upon the good and established sections of your portfolio and advise alternatives for the unproductive parts.
  • Guardian Asia Pacific
    Financial Planner
    Guardian Asia Pacific Dec 2004 - Jan 2006
    General financial advice to clients
  • W Consultancy
    Property Consultant
    W Consultancy Oct 2002 - Dec 2004
    Property Analyst
  • Response Real Estate
    Property Consultant
    Response Real Estate Apr 2002 - Oct 2002
    Baulkham Hills
    Real Estate Sales
  • Millbank Auctioneers Limited
    Director
    Millbank Auctioneers Limited Feb 1999 - Feb 2002
    Insolvency and Corporate Recovery Specialist

James Williamson Skills

Investments Superannuation Financial Planning Portfolio Management Small Business Smsf Fixed Income Strategies Aged Care Retirement Planning Lrbas Strategic Financial Planning Equities Financial Advisory Insurance Investment Strategies Strategy Pensions Mortgage Lending Wealth Elder Care Relationship Management Finance Financial Services Wealth Management Loans Investment Advisory Retirement Estate Planning Income Protection Financial Planners Self Managed Superannuation Funds Business Relationship Management

James Williamson Education Details

  • Spaa
    Spaa
    Self Managed Super Funds
  • Securities Institute
    Securities Institute
    Advanced Diploma In Financial Services
  • King Edward'S
    King Edward'S

Frequently Asked Questions about James Williamson

What company does James Williamson work for?

James Williamson works for Psk Private Wealth

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

James Williamson's current role is Partner, Senior Client Adviser.

What is James Williamson's email address?

James Williamson's email address is ja****@****.com.au

What is James Williamson's direct phone number?

James Williamson's direct phone number is +612944*****

What schools did James Williamson attend?

James Williamson attended Spaa, Securities Institute, Kingston University, King Edward's.

What are some of James Williamson's interests?

James Williamson has interest in Politics, Science And Technology, Economic Empowerment, Health.

What skills is James Williamson known for?

James Williamson has skills like Investments, Superannuation, Financial Planning, Portfolio Management, Small Business, Smsf, Fixed Income Strategies, Aged Care, Retirement Planning, Lrbas, Strategic Financial Planning, Equities.

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