JD

James Davis

Data Analyst at ESSSuper

James Davis is an experienced Data Analyst currently working at ESSSuper since March 2023, with a robust background in financial planning and analysis. Previously, James served as an Advice Case Assessor at KPMG Australia and as a Financial Planner at Money Lab, specializing in SMSF and personal insurance. A notable aspect of James's experience includes delivering comprehensive financial advice at Commonwealth Bank, covering retirement planning, risk management, and superannuation. James's career began with roles in customer service and administration at ANZ and Ord Minnett, progressively advancing to positions that required in-depth financial knowledge and client interaction. James holds an Advanced Diploma of Financial Planning and SMSF Accreditation from Mentor Education, a Diploma of Financial Planning from Kaplan Professional, and a Bachelor of Business in Marketing and Economics/Finance from Swinburne University of Technology.

Location

Melbourne, Australia

Links

Previous companies


Org chart

No direct reports

Teams


Offices


ESSSuper

ESSSuper is one of Australia’s biggest super funds with more than 132,000 members and over $29 billion in funds. What’s more, we’re proud to be the dedicated, not-for-profit super fund serving Emergency Services and State employees. Our work has meaning, we serve the people who serve the community. We are passionate about serving our members and supporting them in getting the best possible superannuation and retirement outcomes. We foster achievement through the development of our people, focusing on building expertise and agility creating professional growth opportunities for our people and ensuring that we are equipped to rise to the challenges of the future. Our benefits and work practices promote the health and well-being of our people. We value a supportive, inclusive and family friendly environment. Being part a small organisation within a dynamic sector draws people to ESSSuper. We build strong relationships and collaborate to continually strengthen the experience of our members. Our values play a critical role in how ESSSuper operates as an organization - TRUST, ACCOUNTABILITY, COLLABORATION and COURAGE.


Employees

51-200

Links