"I aim to build long term relationships with my clients based on strong mutual trust. I endeavour to tailor advice based on a thorough understanding of their goals and objectives."
James joined Morgans in 2009, having spent the previous five years working within the equities division at Morgan Stanley in London. James has been involved in the industry directly since 2003 and holds Bachelors of Commerce and Business Management Degrees from the University of Queensland.
Services and specialities
- Superannuation Advice
- Wealth Management
- Portfolio Administration
- Fixed Interest and Cash Management
James works closely with clients to fully understand their investment objectives. He specialises in direct shares for individuals and Self Managed Superannuation Funds, with advice built on the foundations for achieving long term wealth.
Industry Education & Experience
- Bachelor of Business Management (HR Management & Industrial Relations), University of Queensland, 2004
- Ethics and Professional Relationships, QUT, 2020
- TASA and the TPB Code of Professional Conduct, Kaplan, 2016
- Bachelor of Commerce, UQ, 2004
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me as your adviser by way of percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
- Derivatives Level 1
- Financial Planning
- Managed Investments
- Margin Lending