Aaron James

Aaron James: Email & Phone Number

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Group Paraplanning Team Leader at First Financial|Greater Melbourne Area, Australia

Position:

Group Paraplanning Team Leader at First Financial

Location:

Greater Melbourne Area, Australia

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Last updated: 2026-06-17
Updated: 2026-06-17

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Work Experience 15 years

Group Paraplanning Team Leader at First Financial

May 2024 - Current

Paraplanner at First Financial

Feb 2022 - May 2024

Associate Adviser at First Financial

Jul 2023 - Nov 2023

Client Services Manager/Paraplanner at Charter Financial Planning

Dec 2020 - Dec 2022

Paraplanner at Self-employed

Nov 2015 - Feb 2022

Client Services Manager at MFA Barcelona, Spain

May 2018 - Dec 2020

Customer Service Specialist at Commonwealth Bank

Nov 2016 - May 2018

Wealth Manager (AR), Compliance Support & Paraplanner at Yellow Brick Road

Nov 2015 - Nov 2016

Operations Manager/Paraplanner at WOTS Financial Planning

Feb 2013 - Nov 2015

Office Assistant/Junior Paraplanner at GEM Group

Mar 2011 - Feb 2013

Aaron James started working in 2011, then the employee has changed 7 companies and 8 jobs. On average, Aaron James works for one company for 2 years 3 months.

Their professional focus is Administration, Customer Relationship Management (CRM), and Operations Management across 3 core areas.

Education

Advanced Diploma of Financial Planning at Kaplan

Diploma of Financial Planning at Kaplan

Diploma of Finance & Mortgage Broking Management at Australis College

Certificate III in Financial Services (Banking) at Commonwealth Bank

Certificate IV in Frontline Management at Quality Training & Hospitality College

Certificate III in Business Administration at Quality Training & Hospitality College

Aaron James Namesakes

Name
Company
Position
Aaron James
Project Manager
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Aaron James
Ohana Home Improvements Kauai
Construction llc
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Aaron James
ProLink Healthcare
Travel Nurse Recruiter
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Other employees at First Financial

Name
Company
Position
Jarred Collier
Paraplanner
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Daniel Iturralde
Client Services Officer
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Natalie Gouws
Operations Coordinator
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Joshua Costas
Client Services Administrator
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Ann Hazel Cañon
Client Services Officer
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Triesta Shuck
Business Finance Consultant
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Latoya Polwarth
Paraplanner
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Sharelle Hudson
Head of Client Services
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Nick Thomas
Financial Advisor
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Annie Nguyen
Assistant Manager
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