James Maynard

James Maynard Email and Phone Number

Senior Associate and Paraplanner @ TaylorTrosti
Perth, WA, AU
James Maynard's Location
Perth, Western Australia, Australia, Australia
About James Maynard

Showbags were a big deal as a kid. Mum would say “James, you’ve got twenty dollars to spend and not a cent more!” I’d sit there for hours with the showbag catalogue, circling options and calculating the optimal selection of lollies that my twenty dollars could buy. This is an early memory of my perspective on money, but I suppose I always remember having a profound curiosity about money and managing it effectively.When the time came to choose what I would go on to study at university, I distinctly remember one evening when I was researching financial planning and how it was about helping people manage their money to achieve their dreams. It sounded exactly like the kind of fulfilling work that I’d love to do.My professional years since then have been blessed working with a wide variety of people from all walks of life. I find it truly rewarding being able to help others with my passion, so that they have the freedom to focus on their passions, and the world becomes a better place.James holds a FASEA-approved degree in Financial Planning from Curtin University. James is also a member of the Financial Planning Association of Australia (FPA).

James Maynard's Current Company Details
TaylorTrosti

Taylortrosti

View
Senior Associate and Paraplanner
Perth, WA, AU
Employees:
4
James Maynard Work Experience Details
  • Taylortrosti
    Senior Associate And Paraplanner
    Taylortrosti
    Perth, Wa, Au
  • Taylortrosti
    Senior Associate & Paraplanner
    Taylortrosti Feb 2023 - Present
    Strategy development and SOA writing for high income & high net worth individuals/business owners with complex circumstances, encompassing gearing, family trusts, companies, self-managed super funds, and more, in conjunction with tax planning for a complete service offering to our clients.
  • Self-Employed
    Contract Paraplanner/Associate
    Self-Employed Dec 2020 - May 2023
    As an experienced paraplanner, I work with financial advisers across Australia to create high quality, tailored advice documents for their clients, at all levels of complexity.
  • Quality Para Planning
    Lead Paraplanner
    Quality Para Planning Mar 2021 - Oct 2022
    Australia
  • Hph Solutions | Journey To A Better Financial Life
    Junior Financial Adviser
    Hph Solutions | Journey To A Better Financial Life Jan 2020 - Dec 2020
    Perth, Australia
  • Wmp Group - Wealth Management Partners
    Associate Financial Adviser
    Wmp Group - Wealth Management Partners Feb 2019 - Jan 2020
    Perth, Australia
  • Wmp Group - Wealth Management Partners
    Paraplanner & Financial Planning Assistant
    Wmp Group - Wealth Management Partners Aug 2016 - Feb 2019

James Maynard Skills

Microsoft Excel Microsoft Office Xplan Financial Planning Analytical Skills Management Financial Advisory Wealth Management Investment Strategies Financial Modeling Teamwork Interpersonal Communication Relationship Building Advice Documents Retirement Planning Estate Planning Risk Management Insurance Superannuation Tax Planning Collaborative Leadership Wordsmithing Financial Law Self Managed Superannuation Funds Centrelink Xtools

James Maynard Education Details

Frequently Asked Questions about James Maynard

What company does James Maynard work for?

James Maynard works for Taylortrosti

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

James Maynard's current role is Senior Associate and Paraplanner.

What schools did James Maynard attend?

James Maynard attended Curtin University.

What skills is James Maynard known for?

James Maynard has skills like Microsoft Excel, Microsoft Office, Xplan, Financial Planning, Analytical Skills, Management, Financial Advisory, Wealth Management, Investment Strategies, Financial Modeling, Teamwork, Interpersonal Communication.

Who are James Maynard's colleagues?

James Maynard's colleagues are Tony Bingham.

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