SPEAKERS
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James Street
Session: AI use cases for financial advisers
Time: 1:50 PM – 2:20 PM
Location: Trinity Rooms 4-5
Senior Wealth Solutions Manager, Client Strategy
James Street is a Senior Wealth Solutions Manager, Client Strategy at Morningstar Wealth. He plays a key role in connecting intermediaries with Morningstar, focusing on building strategic partnerships and supporting the development of their Centralised Investment Proposition (CIP) and broader business strategy. Collaborating closely with peers and third parties across the industry, James helps forge partnerships that benefit intermediary clients.
With extensive experience in financial services, James has worked with Philanthropic Investment Funds at The Trust Company of Australia (part of Perpetual, ASX: PPT) and as a Service Consultant for Occupational Pensions at Friends Life. Before joining Morningstar in 2017, he was a Client Service Manager at Transact, working closely with Discretionary Fund Managers (DFMs) and intermediaries.
James holds the Certificate in Discretionary Investment Management from the Chartered Insurance Institute.