James Dawson

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LLB PGDipEstMgt DipFinPlan

Authorised Representative: 001266968

Private Client Adviser

"My primary objective is to ensure clients' goals and targets are achieved through creation of wealth."

James has over 20 years of local and international financial sector experience, which enables him to execute client strategies through the provision of tailored financial planning and investment advice. James was previously a Director at Colliers International and before that an Associate Director at JLL.

Services and specialities

  • Financial Planning
  • Self Managed Super Funds
  • Stockbroking
  • Superannuation Advice
  • Wealth Management

Investment Style

James focuses on building wealth through the construction of porfolios that invest in extraordinary businesses, at a a discount to their intrinsic value, that generate cnsistent and growing income streams as well as ongoing capital appreciation, due to their high return on equity and sector superiority.

Industry Education & Experience

Qualifications
  • Bachelor of Law, Kingston University, 1997
  • Postgraduate Dip Est Management, London South Bank University, 2006
  • Diploma of Financial Planning, Mentor, 2018
  • FPC002B Ethics and Professionalism in Financial Advice, Kaplan, 2020
  • FPC001B Economic and Legal Context for Financial Planning, Kaplan, 2020
  • FPC005 Estate and Succession Planning, Kaplan, 2020
  • Postgraudte Diploma in Legal Practice, The College of Law, 1998
  • Tax and Commercial Law, Kaplan, 2018
  • FPC007B Client Engagement Skills, Kaplan, 2021
  • Tax for Financial Advising, Kaplan, 2018
Professional Associations
  • Tax (Financial) Adviser
Approved Competencies
  • Financial Planning
  • Generic
  • Managed Investments
  • Securities
  • Superannuation
I am employed by Northside Wealth Pty Ltd which operates the business of Morgans Financial Limited - Chatswood. My employer remunerates me as your adviser by way of salary. I am eligible to participate in a bonus scheme depending upon performance.