Since 2013 James has proven to be an enthusiastic Client Services Manager at Calnan Flack. He believes in exceptional customer service to all clients and supports the Directors of Calnan Flack with efficient administration. James is responsible for opening of new broking accounts at ANZ Share Investing Limited and associated queries, opening Retail Super Fund accounts, implementing insurance policies, producing Statements of Advice, providing and receiving and (auditing)Fee Disclosure Statements, undertaking compliance checks, responding to clients’ technical queries and the production of annual Tax Reports.
James is currently undertaking a Diploma in Financial Planning and expects to complete his study later this year.
In his previous role of Retail Store and Staff Manager James gained valuable experience in sales and store layout, auditing, scheduling, timetabling and bookkeeping, all of which have assisted him in performing his current duties at Calnan Flack.
James has played and coached hockey in Madrid and Manchester. During that time James held the position of English Teacher in Madrid. James continues to enjoy playing and coaching local hockey.