Jim Magor

Senior Adviser at Findex
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Sydney Area
Skills

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Bio

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Experience

  • Findex
    • Australia
    • Financial Services
    • 700 & Above Employee
    • Senior Adviser
      • Dec 2022 - Present

  • MBS Insurance
    • Australia
    • Insurance
    • 1 - 100 Employee
    • Senior Adviser
      • Oct 2019 - Nov 2022

  • Avant Mutual
    • Australia
    • Insurance
    • 300 - 400 Employee
    • Financial Adviser - Risk Specialist
      • Mar 2017 - Oct 2019

  • Perpetual Limited
    • Australia
    • Financial Services
    • 700 & Above Employee
    • Senior Advisor - Risk
      • 2014 - Mar 2017

  • NAB
    • Australia
    • Banking
    • 700 & Above Employee
    • Business Protection Specialist
      • Mar 2010 - Nov 2014

      Providing tailored strategic wealth management advice in the areas of ownership (buy/sell), keyperson & personal protection for NAB's medical professional clients & their businesses. Providing tailored strategic wealth management advice in the areas of ownership (buy/sell), keyperson & personal protection for NAB's medical professional clients & their businesses.

  • Commonwealth Bank
    • Australia
    • Financial Services
    • 700 & Above Employee
    • Senior Financial Planner
      • 2009 - 2010

      Provide expert, quality & compliant strategic investment & risk insurance advice for CBA's high net worth, relationship managed clients in the Hurstville (NSW) area.

    • Servicing Financial Planner
      • 2005 - 2009

    • Relationship Banking Manager/Personal Adviser (Corporate & Business Services)
      • 2004 - 2005

    • Premium Client Consultant (Premium Financial Services)
      • 2003 - 2004

Education

  • University of Newcastle
    Bachelor's Degree, Bachelor of Business - Major in Management, Minor in Business Law
    -

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