James Menezies in Dunsborough, Western Australia works at Wealth Collective Financial Advice (Founder | Principal Financial Adviser) and was educated at Kaplan Professional.
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Wealth Collective Financial Advice
Jan 2020
-
Present
Founder | Principal Financial Adviser
Securitas Protect
Jan 2014
-
Jan 2020
Managing Director South West | Personal Insurance & Superannuation Adviser
Westpac
Apr 2012
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Jan 2014
Senior Financial Planner
Kaplan Professional
2005
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2006
Adv Dip FS (FP). Financial Planning and Services
The University of Western Australia
2001
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2004
BEc. Majors in Corporate Finance, Investment Finance, International Business Economics, Money & Banking
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