Graduating with a First Class Honours degree in Philosophy from Monash University, James entered the financial services industry in the early 90s working in Superannuation Administration with VicSuper then Portfolio Administration with Austrust. Further roles in Portfolio Administration followed with Bell Potter before he joined the Advent software in various consulting, product sales and distribution roles.
He joined Præmium in 2003 initially as a distributor before joining full time in 2005.
As Strategic Sales Manager James focus is on large network and institutional accounts with broking firms and fund managers, and those accounts requiring implementation strategies.
Nat has held roles in private client advice with D&D-Tolhurst and ABN AMRO Morgans, Business Development and Chapter Development roles with the FPA and Key Account and Senior Management roles in both Tribeca’s conference division and education and professional development divisions.
He holds a B.A. (Hons) degree in Economics from the University of Newcastle-upon-Tyne and a Masters of Management from the Macquarie Graduate School of Management. He also sat on the FPA Sydney Chapter Committee for four years and is currently involved in Financial Planning Week, the Sydney Chapter Charity Dinner Committee and assists in developing member seminar programs. As State Manager, Nat is responsible for business development and sales in New South Wales and the ACT.
Peter is a 20 year veteran of financial services with several roles in wholesale markets in sales and relationship management.
Among his roles he has worked in corporate finance with companies like Citigroup and First National Bank of Chicago. He was Head of Distribution, Australia and New Zealand for GBST Holdings Limited and held National Sales Management roles with both Adelaide Bank and Bankwest’s CMT products. He has considerable experience in dealing across the spectrum of the accounting, financial planning and stockbroking sectors. As State Manager, Peter is responsible for business development and sales in South Australia, Western Australia and the Northern Territory.
TBA