James Maynard Email and Phone Number
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).
Taylortrosti
View- Website:
- taylortrosti.com.au
- Employees:
- 4
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Senior Associate And ParaplannerTaylortrostiPerth, Wa, Au -
Senior Associate & ParaplannerTaylortrosti Feb 2023 - PresentStrategy 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. -
Contract Paraplanner/AssociateSelf-Employed Dec 2020 - May 2023As 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.
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Lead ParaplannerQuality Para Planning Mar 2021 - Oct 2022Australia
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Junior Financial AdviserHph Solutions | Journey To A Better Financial Life Jan 2020 - Dec 2020Perth, Australia -
Associate Financial AdviserWmp Group - Wealth Management Partners Feb 2019 - Jan 2020Perth, Australia -
Paraplanner & Financial Planning AssistantWmp Group - Wealth Management Partners Aug 2016 - Feb 2019
James Maynard Skills
James Maynard Education Details
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Financial Planning And Services
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.
Not the James Maynard you were looking for?
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Jamie Maynard
Croydon Park, Sa -
2eldersrealestate.com.au, eldersrealestate.com
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James Maynard
Clearview, Sa -
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