James Sheridan Email & Phone Number

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

Listed skills include Financial Advisory, Derivatives, Insurance, Investments, and 26 others.

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  Leeds Beckett University

  Economics And Public Policy