James Stone Email & Phone Number

Brisbane, Queensland, Australia

Brisbane, Australia

I work closely with Business Owners to create leading Financial Planning Businesses through a business planning and consulting framework drawing on AMPs vast resources, delivered through a single, local contact. Boutique delivery backed up with Institutional grunt.

Brisbane, Australia

Bridges is one of Australia’s largest, national financial planning and stockbroking groups. The Bayside branch is located at Raby Bay Marina, Cleveland and has been held by the current owners since 1999.Bridges excels in the provision of holistic Financial Planing services with a specialisation in Stockbroking and the ownership of Direct Shares in Investment, Superannuation and Pension phases.I had the pleasure (and challenge) of managing the workflow and ongoing actives of a… Show more Bridges is one of Australia’s largest, national financial planning and stockbroking groups. The Bayside branch is located at Raby Bay Marina, Cleveland and has been held by the current owners since 1999.Bridges excels in the provision of holistic Financial Planing services with a specialisation in Stockbroking and the ownership of Direct Shares in Investment, Superannuation and Pension phases.I had the pleasure (and challenge) of managing the workflow and ongoing actives of a team of 16 staff including 6 talented and diverse Financial Advisers, 4 Paraplanners and 6 Client Services/Administration staff. Show less

Brisbane, Australia

Life Assets is a Financial Planning and Wealth Management Company. Growing, protecting and managing your wealth is our prime objective.We specialise in creating tailored financial plans based on the unique needs, objectives and situations of our individual clients. We identify your financial needs and goals, discuss your comfort level in relation to risk and design a strategy which meets both your financial goals and abilities.We can help anyone who wants to take control of… Show more Life Assets is a Financial Planning and Wealth Management Company. Growing, protecting and managing your wealth is our prime objective.We specialise in creating tailored financial plans based on the unique needs, objectives and situations of our individual clients. We identify your financial needs and goals, discuss your comfort level in relation to risk and design a strategy which meets both your financial goals and abilities.We can help anyone who wants to take control of their financial future. We can offer expert advice whether you are Needing Life Assets, Creating Life Assets, Maintaining Life Assets, or Enjoying your Life Assets.My role with Life Assets covers:Strategy and executionFinancial performance and reportingStaff recruitment, development and management (team of 6)Continual improvementSystems and IT (XPlan, Office 365, SharePoint, Moneysoft, Xero, EzyDealer and OnPay)SOA Pipeline ManagementComplianceBusiness Development & Marketing Show less

Brisbane, Australia

Brisbane, Australia

Brisbane, Australia

In 2004 I established People Solutions (Qld) Pty Ltd, initially operating a as a sole practitioner the business aimed to fill a gap in the market which was demanding a more tailored and caring approach to recruitment.I continued to specialise within the Accounting Sector but also gained exposure to IT, Sales & Marketing and general executive recruitment.Eight years later the business grew to encompass four distinct business units with and team of 5 recruiters providing… Show more In 2004 I established People Solutions (Qld) Pty Ltd, initially operating a as a sole practitioner the business aimed to fill a gap in the market which was demanding a more tailored and caring approach to recruitment.I continued to specialise within the Accounting Sector but also gained exposure to IT, Sales & Marketing and general executive recruitment.Eight years later the business grew to encompass four distinct business units with and team of 5 recruiters providing permanent, temporary and contract recruitment solutions.More than just another recruiter, we take an active interest in our Clients business and spend considerable time learning not only the business and their culture, but their challenges and future direction. In doing so, we position ourselves as a strategic Recruitment Partner and offer both our Clients and Candidates a higher level of service from our understanding and questioning. Show less

Uk & Europe

Maritime Business, Business, Shipping, Navigation, 2 (Ii) Hons

Activities and Societies: Sailing Club, Powerboat Club, Offshore Sailing Group (OSG)

Dfp

Education record