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James Lawrence
Investment Adviser
I work in partnership with my clients to understand and deliver upon their individual financial goals and objectives. Leveraging off skills acquired through my industry experience, I provide tailored investment strategy solutions for clients with a view to building long-term client wealth.
I have a depth of experience working in financial markets, having joined Morgans in 2006. The skills I have developed, most recently as a senior analyst in the research team and member of the Morgans’ Investment Committee, position me well to support clients in achieving their investment goals by identifying value in the market while managing risk, through targeted product selection and appropriate portfolio diversification.
Investment Style
A focus on asset allocation coupled with a strong analytical focus, allows me to construct diversified portfolios which are designed to achieve solid financial outcomes while maintaining appropriate levels of risk within the portfolio. I also seek to take advantage of market dislocations where they exist to optimise wealth generation.
Services and Specialties
Wealth Management
Investment Advice
Fixed Interest and Cash Management
Stockbroking
Portfolio Administration
Qualifications and Professional Affiliations
Graduate Diploma of Applied Finance (Major in Investment Management)
Bachelor of Arts (Honours Class 1) - International Relations
Ethics and Professional Relationships
Associations
No items found.
Competencies
Generic
Managed Investments
Securities
Tax (financial) Adviser
Direct International Equities Trading Adviser
FASEA Financial Adviser Exam
ASIC Financial Advisers Register
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me 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.
