Jim Mills

Jim Mills Email and Phone Number

Managing Director at Merit Planning @ Merit Planning Hills and Inner West
bella vista, new south wales, australia
Jim Mills's Location
Greater Sydney Area, Australia
Jim Mills's Contact Details

Jim Mills work email

Jim Mills personal email

n/a
About Jim Mills

Jim Mills is a Managing Director at Merit Planning at Merit Planning Hills and Inner West. He possess expertise in strategic financial planning, wealth, investments, financial services, wealth accumulation and 45 more skills.

Jim Mills's Current Company Details
Merit Planning Hills and Inner West

Merit Planning Hills And Inner West

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Managing Director at Merit Planning
bella vista, new south wales, australia
Website:
meritfp.com.au
Employees:
7
Jim Mills Work Experience Details
  • Merit Planning Macarthur
    Managing Director
    Merit Planning Macarthur Mar 2019 - Present
    Sydney, Australia
  • Shuriken Wealth
    Managing Director
    Shuriken Wealth Feb 2019 - Present
    Sydney, Australia
  • Easton Investments Ltd
    Senior Adviser
    Easton Investments Ltd Oct 2014 - Present
    Melbourne Cbd
  • Merit Planning Hills And Inner West
    Director / Owner
    Merit Planning Hills And Inner West Feb 2011 - Present
    Merit Planning is a Financial Planning Business that is associated directly with Hayes Knight Accounting & Knowledge Shop, through their Financial Planning business 'Merit Wealth'. Merit Planning is the territory referral partner for associated accounting firms across Western Sydney & Inner West.Merit Planning provides advice in regards to:• Financial Planning• Wealth accumulation advice• Superannuation advice, including self managed superannuation funds• Redundancy advice• Retirement advice• Gearing strategies• Personal & Business Risk Protection• Business Succession• Investments• Cash flow and debt management advice• Estate Planning
    View
  • Merit Planning
    Managing Director
    Merit Planning Jan 2010 - Present
    Sydney, Australia
  • Merit Planning Hills
    Managing Director
    Merit Planning Hills 2010 - Present
    Unit 41, 280 New Line Road Dural Nsw 2158
  • Merit Planning
    Managing Director
    Merit Planning Sep 2009 - Present
  • Merit Planning
    Managing Director Merit Planning
    Merit Planning Sep 2009 - Present
  • Bt Financial Group
    National Executive Sales Manager
    Bt Financial Group Sep 2008 - Feb 2011
    View
  • Westpac/ Bt
    National Distribution Development Manager
    Westpac/ Bt 2008 - Feb 2011
  • Aviva
    Senior Business Development Manager
    Aviva 2005 - 2008
  • Aviva Australia
    Senior Business Development Manager
    Aviva Australia Jan 2005 - Jan 2007
  • Zurich Financial Services
    Business Development Manager
    Zurich Financial Services 1995 - 2005
    View
  • Am Corporation
    Adviser Consultant
    Am Corporation 2001 - 2003
  • Mercantil Mutual
    Adviser Service Manager
    Mercantil Mutual 1999 - 2001

Jim Mills Skills

Strategic Financial Planning Wealth Investments Financial Services Wealth Accumulation Estate Planning Financial Planning Management Superannuation Strategy Business Strategy Pensions Business Planning Retirement Business Development Small Business Insurance Wealth Management Income Protection Marketing Strategy Leadership Coaching Sales Management New Business Development Retirement Planning Smsf Succession Planning Financial Advisory Investment Strategies Portfolio Management Strategic Planning Start Ups Entrepreneurship Customer Service Finance Project Planning Wealth Management Services Sales Funding Financial Planners Business Analysis Public Speaking Budgets Life Insurance Business Management Customer Relations People Management Budgeting Planning Financial Advice

Jim Mills Education Details

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Frequently Asked Questions about Jim Mills

What company does Jim Mills work for?

Jim Mills works for Merit Planning Hills And Inner West

What is Jim Mills's role at the current company?

Jim Mills's current role is Managing Director at Merit Planning.

What is Jim Mills's email address?

Jim Mills's email address is ji****@****oup.com

What schools did Jim Mills attend?

Jim Mills attended +.

What skills is Jim Mills known for?

Jim Mills has skills like Strategic Financial Planning, Wealth, Investments, Financial Services, Wealth Accumulation, Estate Planning, Financial Planning, Management, Superannuation, Strategy, Business Strategy, Pensions.

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