James Noonan

James Noonan Email and Phone Number

Financial Services | Corporate Governance | Project Management @ Self Employed
James Noonan's Location
Greater Brisbane Area, Australia
James Noonan's Contact Details
About James Noonan

A risk and compliance professional with more than a decade of experience in the Financial Services industry. Experienced in developing and implementing compliance management, programs and systems as well as managing organisational risks. Extensive knowledge of advice delivery and AFSL management.

James Noonan's Current Company Details
Self Employed

Self Employed

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Financial Services | Corporate Governance | Project Management
James Noonan Work Experience Details
  • Self Employed
    Consultant
    Self Employed Jul 2023 - Present
  • Right Source
    Corporate Governance Partner
    Right Source Aug 2022 - Jul 2023
    Brisbane, Queensland, Australia
  • Self Employed
    Consultant
    Self Employed Feb 2022 - Aug 2022
    Brisbane, Queensland, Australia
  • Gallagher
    Head Of Risk And Compliance, Benefits & Hr Consulting Division
    Gallagher Jul 2020 - Feb 2022
    Brisbane, Queensland, Australia
  • Gallagher
    Head Of Professional Standards
    Gallagher Mar 2018 - Jul 2020
    Brisbane, Australia
  • Suncorp Group
    Manager Professional Standards
    Suncorp Group Jul 2016 - Feb 2018
    Brisbane, Australia
    I was responsible for the leadership and management of a diverse team of financial services professionals that provided compliance, monitoring and supervision support across areas of specialist personal advice (Financial Planning and Insurance Broking) as well as compliance support for the distribution channels of the Suncorp Group. Our focus was on the following key areas:*Compliance framework development;*Compliance Integration;*Advice Assurance (audit);*Pre-vetting of advice;*Advice Research;I was Responsible Manager for Advice (including Digital Advice) on two of Suncorp's AFSLs. My appointment as Responsible Manager was subsequent to license conditions being placed on the GuardianFP AFSL.
  • Suncorp Group
    Advice Services Manager
    Suncorp Group Jan 2015 - Jul 2016
    I led the Research, Pre-vet, Paraplanning, Adviser Technology Training, and Advice Process services for our network of self-employed advisers, as well as our employed Suncorp Advice business.I led the Monitoring & Supervision stream of the Licensee Review for Guardian Advice. Subsequent to the review commencing I was appointed a Responsible Manager of the GuardianFP AFSL.
  • Suncorp Group
    Paraplanning Manager
    Suncorp Group Nov 2012 - Dec 2014
    I managed the preparation of advice documents for our network of self-employed advisers, as well as our employed Suncorp Advice business.
  • Suncorp Group
    Financial Planner
    Suncorp Group Oct 2011 - Nov 2012
    Brisbane Area, Australia
  • Whittaker Macnaught
    Financial Adviser
    Whittaker Macnaught Jul 2011 - Oct 2011
    Brisbane, Australia
  • Qtcu Financial Planning Pty Ltd
    Senior Wealth Adviser
    Qtcu Financial Planning Pty Ltd Oct 2009 - Jul 2011
  • Suncorp Group
    Financial Planner
    Suncorp Group Apr 2008 - Oct 2009

James Noonan Skills

Wealth Management Strategic Financial Planning Superannuation Wealth Investment Strategies Retirement Planning Income Protection Financial Services Portfolio Management Wealth Accumulation Risk Management Investments Relationship Management Management Estate Planning Retirement Life Insurance Asset Management Financial Planners Asset Allocation Equities Financial Risk Smsf Securities Alternative Investments Strategic Planning Investment Management Savings Debt Management Managed Funds Etfs Paraplanning Personal Financial Planning Pensions Banking Disability Insurance Financial Advisory Finance Wealth Management Services Insurance Mutual Funds Fixed Annuities Critical Illness Bonds Term Life Insurance Funding Retail Banking Fixed Income Residential Mortgages Investment Advisory

James Noonan Education Details

  • Tafe Queensland
    Project Management
  • Kaplan Professional
    Kaplan Professional
    Financial Planning And Services
  • Kaplan Professional
    Kaplan Professional
    Graduate Certificate Of Applied Finance
  • Kaplan Professional
    Kaplan Professional
    Financial Services, Financial Planning, Self-Managed Super Funds, Margin Lending

Frequently Asked Questions about James Noonan

What company does James Noonan work for?

James Noonan works for Self Employed

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

James Noonan's current role is Financial Services | Corporate Governance | Project Management.

What is James Noonan's email address?

James Noonan's email address is ja****@****ail.com

What is James Noonan's direct phone number?

James Noonan's direct phone number is +141590*****

What schools did James Noonan attend?

James Noonan attended Tafe Queensland, Agsm @ Unsw Business School, Kaplan Professional, Kaplan Professional, Kaplan Professional.

What skills is James Noonan known for?

James Noonan has skills like Wealth Management, Strategic Financial Planning, Superannuation, Wealth, Investment Strategies, Retirement Planning, Income Protection, Financial Services, Portfolio Management, Wealth Accumulation, Risk Management, Investments.

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