James Davis

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.