James Keen's Professional Contact Details

Location
Brisbane, Queensland

James Keen's Current Company Details

The Wealth Tactics solution is all about understanding the importance of the adviser and client relationship. We assist our clients in their value proposition by providing expert financial planning compliance, ...
The Wealth Tactics solution is all about understanding the importance of the adviser and client relationship. We assist our clients in their value proposition by providing expert financial planning compliance, technical and technology assistance at reasonable prices.We utilise our specialist industry knowledge and experience to provide commercially viable and compliant solutions for advisers, AFSLs, industry bodies, regulators and other industry professionals. Our list of services is extremely flexible due to our extensive experience and the continual evolvement of our industry. Below are just some of the typical services in which we excel:• Compliance sounding board• Technical strategy sounding board• Advice pre-vetting• Adviser and AFSL compliance audits• Advice template creation• AFSL governance assistance• Policy & procedure development• Compliance project management• Adviser, AFSL and paraplanner due diligence• Advice & compliance software due diligence and testing• Adviser & paraplanner recruitment and trainingThere is no job too big or too small for us to consider so please feel free to reach out so we can help you.

James Keen's Work History and Education

Wealth Tactics
Senior Paraplanner & Compliance Manager
2018 - Present
Colonial First State
Senior paraplanner
2010 - 2014 • 4 years
NAB
Paraplanner
2008 - 2010 • 2 years

Others Named James Keen

Specialty Manager at The Home Depot
Supply Chain Specialist at Lockerbie & Hole
Specialty Sales and Service Manager at The Home Depot
Senior Loans Clerk at ATB Financial

Frequently Asked Questions about James Keen


What company does James Keen work for?

James Keen works for Wealth Tactics.

What is James Keen's role at Wealth Tactics?

James Keen's role at Wealth Tactics is Senior Paraplanner & Compliance Manager.

What is James Keen's email address?

James Keen's email address is j**@wealthtacticrebels.com.

What is James Keen's business email address?

James Keen's business email address is j**@wealthtacticrebels.com.

What industry does James Keen work in?

James Keen works in the Financial Services industry.

Who are James Keen's colleagues?

James Keen's colleagues are David Willis.

Colleagues at Wealth Tactics

Head of Advice & Senior Financial Adviser

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