James Harris

James Harris Email and Phone Number

Financial Planner | Money Coach | Debt Destroyer @ 7Wealth Pty Ltd
australia
James Harris's Location
Gisborne South, Victoria, Australia, Australia
James Harris's Contact Details

James Harris work email

James Harris personal email

About James Harris

James Harris is a Financial Planner | Money Coach | Debt Destroyer at 7Wealth Pty Ltd. He possess expertise in investments, wealth management, financial services, financial planning, risk management and 40 more skills. Colleagues describe him as "7Wealth immediately went to work straight away, I recouped their advice fee within the first month of managing my fund! 7Wealth can breakdown complex financial scenarios into an easy to understand ‘down to earth’ format, ensuring you make the right decisions and get the most out of your investment."

James Harris's Current Company Details
7Wealth Pty Ltd

7Wealth Pty Ltd

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Financial Planner | Money Coach | Debt Destroyer
australia
Website:
7wealth.com.au
Employees:
2
James Harris Work Experience Details
  • 7Wealth Pty Ltd
    Principal Financial Adviser
    7Wealth Pty Ltd Nov 2015 - Present
    Melbourne, Australia
    We understand the best way to save money and time, grow wealth, protect you and your family’s future and make the complex simple for you. Together on your life journey you will achieve financial freedom and know your financial health is in honest & trusted hands. Enjoy the relief many others are experiencing to help you own your future.
  • Amp Financial Planning
    Financial Planner
    Amp Financial Planning Nov 2014 - Nov 2015
    Melbourne, Australia
    Undertaken an intensive industry-leading financial planning program in Sydney, and have graduated as a Representative of AMP Financial Planning. This is an exciting new journey and my vision as a financial planner is to make a real difference to people’s lives by providing advice around Money Management, Superannuation, Home & Property planning, Insurance & Protection, Savings & Investment, and Lifestyle Change. I work hard to enrich people's lives. For every major milestone that people experience, a trusted financial planner should be there to lend a helping hand, whether it's getting married or getting divorced, having kids or moving overseas, being promoted or starting a business, buying a home or saving for retirement. A dedicated financial planner can make these experiences a little less stressful and a little more comforting.
  • The Complete Garden Holdings
    Special Projects Manager
    The Complete Garden Holdings Jul 2009 - Nov 2014
    Established the company owned division for The Complete Garden.Strategically planned, established and managed company owned sites nationally. Managed a total of 8 sites with 5 in Victoria, 1 in New South Wales, Australian Capital Territory and Queensland.Establish new sites by coordinating tradesman, logistics, product from suppliers, recruit team members, educate company policies and procedure to new team members, plan and implement opening marketing campaign.Recruit, train and manage team members at all 8 sites, total of 22 team members nationally.Create, implement and manage marketing budgets for each site.Set budgets and review Profit & Loss statements.Continuous development of policies, procedures and manuals for stores. On-site inspections to review merchandising, marketing and compliance checks. Provide sales and customer service advice. Conduct point of Sale and back office training and support for team members.Identify new sales opportunities, review efficiency in operations.Attend international trade shows in China to meet suppliers and undertake business negotiations.Co-ordinate the operation of special events such as the Melbourne International Flower and Garden Show and Furnitex.Facilitated the quarterly supervisor forum, where management and supervisors meet to discuss performance, operations and sales.Developed a new online furniture brand, co-ordinating and managing the setup of the e-commerce site. Due to the success of the website we also opened an outlet in the centre of Bendigo.
  • The Complete Garden Holdings
    Franchisee Liaison Manager & Marketing Assistant
    The Complete Garden Holdings Nov 2006 - Jul 2009
    A new role that was created in the organisation to support initially 24 franchisee’s that increased to 38 in 2 years nationally.Supported 38 franchisee outlets in all key areas of their business from operations, sales, marketing, inventory and merchandising 7 days a week.Developed support strategies to ensure franchisees received appropriate assistance in a timely manner.Established and developed new sites with franchisee and provided continuous support and training.Onsite visits twice a year to conduct store appraisal, verify compliance with company policies and provide feedback, ideas to generate sales, marketing plans and operation techniques.Liaise continuously with our importing company to ensure quantities for promotions, clearance product, product feedback and development.Coordinated national marketing budget and implemented marketing strategies.Successfully re-developed and managed our national website. Assisted with the relocation of a head office and warehouse from interstate.Assisted with the implementation of a customised inventory warehouse management and point of sale systems. Provided training, support and feedback to pilot store and franchisees adopting the system.

James Harris Skills

Investments Wealth Management Financial Services Financial Planning Risk Management Insurance Superannuation Retirement Planning Sales Life Insurance Management Personal Financial Planning Customer Service Strategic Planning Income Protection Financial Analysis Budgeting Portfolio Management Finance Training Project Management Financial Advisory Investment Strategies Personal Finance Relationship Management Marketing Management Human Resources Operating Budgets Sales Management Email Marketing Operations Management Coordination Inventory Management Problem Solving Banking Financial Risk Estate Planning Investment Advisory Contractors Microsoft Office Franchising Retail Sales Wealth Retirement Pensions

James Harris Education Details

Frequently Asked Questions about James Harris

What company does James Harris work for?

James Harris works for 7wealth Pty Ltd

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

James Harris's current role is Financial Planner | Money Coach | Debt Destroyer.

What is James Harris's email address?

James Harris's email address is ji****@****ail.com

What schools did James Harris attend?

James Harris attended University Of Tasmania, Kaplan.

What skills is James Harris known for?

James Harris has skills like Investments, Wealth Management, Financial Services, Financial Planning, Risk Management, Insurance, Superannuation, Retirement Planning, Sales, Life Insurance, Management, Personal Financial Planning.

Who are James Harris's colleagues?

James Harris's colleagues are Jay Cruzanne Mandawe, Samuel Mackay.

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