James Sheridan

James Sheridan Email and Phone Number

Financial Adviser @ SHARE NZ
auckland, auckland, new zealand
James Sheridan's Location
New Zealand, New Zealand
James Sheridan's Contact Details

James Sheridan work email

James Sheridan personal email

n/a
About James Sheridan

James is an expert in the financial advice field. Here is how• An unparalleled Financial Markets background• An Honours Degree in Economics• Offices in Tauranga and Auckland• Not tied to any Financial Provider, Bank, Fund Manager or Insurer.• Very approachableWork History:• Foreign Exchange Banking – San Paolo Bank - London - 1990 to 1991• Bond Trading – Bonds Trading for Mitsubishi Trust London -1991 to 1993• Reuters UK -Business Development Manager –Financial Markets Specialist. - 1994 to 2001• Telecom NZ - Account Manager Gen-i - 2002 to 2006• Tutor – Bay of Plenty Polytechnic and Waikato Business School 2008• Financial Adviser & Principle of Morgan Steel Financial Services Limited Trading as SHARE 2007 to PresentI provide a personal financial planning service, integrating the following elements seamlessly and clearly• Diversified Portfolio Recommendations and monitoring• Discretionary Investment Management Service• Integrating Independent Research• Investment Advice: • Full Retirement and Planning service• Goal Setting• Investment planning and implementation.• Income from Funds analysis and recommendations• UK Pension Transfers• KiwiSaver• Risk/ Reward examination.• Risk Advice:To assist you in selecting a Financial Adviser, please seek out the Important Information section on our SHARE website www.sharenz.com

James Sheridan's Current Company Details
SHARE NZ

Share Nz

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Financial Adviser
auckland, auckland, new zealand
Website:
sharenz.com
Employees:
376
James Sheridan Work Experience Details
  • Share Nz
    Financial Adviser
    Share Nz Jul 2007 - Present
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  • Share Nz
    Financial Adviser
    Share Nz Jul 2007 - Present
    James is an Financial Adviser with a long and diverse history in the financial sector. Starting with a degree in Economics, James worked in the Foreign Exchange Markets in the City of London. Later, James passed his UK FSA accreditation whilst working as a Bond Trader in a Japanese Bank at that time. James also has Certification from the International Capital Markets Association (Madrid 1995).During a 7 year stint at Reuters London, James sat next to a beautiful Kiwi lass called Lucy and the rest is history . James moved to New Zealand in 2002.In 2009 whilst a Director of Morgan Steel Financial Services Limited, James worked as a part time Tutor at The Waikato Business School and Bay of Plenty Polytechnic.James is authorised to give advice on Investments including Pension Transfer and KiwiSaver as well as Life insurance, Medical insurance and Income protection.James works with New Zealand Corporates to provide Financial Benefits to their employees.
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  • Telecom New Zealand
    Gen-I Account Manager
    Telecom New Zealand Jun 2002 - Jan 2006
    Looking after Major Accounts for ICT including ASB and Air NZ
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  • Reuters
    Business Development Manager
    Reuters 1995 - 2002
    Working with every Major Investment Bank and Fund Manager in the UK as a Financial Markets specialist advising on market data requirements.
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  • Mitsubishi Trust
    Bond Trader
    Mitsubishi Trust 1993 - 1995
    Trading Bonds and Derivative Products
  • San Paolo Bank
    Foreign Exchange
    San Paolo Bank 1991 - 1993
    FX Trader Support

James Sheridan Skills

Financial Advisory Derivatives Insurance Investments Succession Planning Financial Markets Strategic Financial Planning Business Planning Portfolio Management Risk Management Wealth Management Strategy Management Consulting Investment Banking Finance Fx Options Financial Services Trading Employee Benefits Voluntary Employee Benefits Employee Benefits Design Income Protection Pensions Bonds Mutual Funds Health Insurance Financial Risk Asset Management Life Insurance Financial Planning

James Sheridan Education Details

Frequently Asked Questions about James Sheridan

What company does James Sheridan work for?

James Sheridan works for Share Nz

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

James Sheridan's current role is Financial Adviser.

What is James Sheridan's email address?

James Sheridan's email address is ja****@****enz.com

What schools did James Sheridan attend?

James Sheridan attended Leeds Beckett University.

What are some of James Sheridan's interests?

James Sheridan has interest in Family, Football, Fun.

What skills is James Sheridan known for?

James Sheridan has skills like Financial Advisory, Derivatives, Insurance, Investments, Succession Planning, Financial Markets, Strategic Financial Planning, Business Planning, Portfolio Management, Risk Management, Wealth Management, Strategy.

Who are James Sheridan's colleagues?

James Sheridan's colleagues are Craig Winterburn, Prakash Singh, Ratan Mondal, Todd Allan, Smith Nichole, Gopa Kumar, Yinet Reyes.

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