MyState Ltd
James Lowe is a Senior Manager Finance Planning and Analysis at MyState Limited, bringing with him a wealth of experience from previous roles such as Manager Liquidity and Funding at TPT Wealth and Senior Consultant at KPMG. With a background in Business (Finance) from the University of Tasmania, James is also currently working towards a certification from the CFA Institute.
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MyState Ltd
MyState Limited is a provider of banking, trustee and wealth management services. The Company's segments include Banking Division, Wealth Management Division, and Corporate and Consolidation Division. The Banking Division's product offerings include lending, encompassing home loans, personal, overdraft, line of credit and commercial products; transactional savings accounts and fixed term deposits, and insurance products. The Wealth Management Division is a provider of funds management, financial planning and trustee services. Its banking services include personal, residential and business lending; transactional and Internet banking; insurance and other alliances, and savings and investments. Its trustee services include estate planning; estate and trust administration; power of attorney, and corporate and custodial trustee. Its wealth management services include managed fund investments; financial planning; private client services, and portfolio administration services.