James Fulton-Kennedy

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CFP®

Authorised Representative: 001237196

Financial Planner

"I take a holistic approach to financial planning in considering wealth creation, estate planning, risk management, retirement planning and portfolio management to assist you in meeting your goals."

James is an experienced, dual-degree qualified Financial Planner. Prior to joining Morgans, James worked within the NAB Financial Planning network on the Gold Coast. In 2017, James was recognised as being in the top 1 per cent of performers within the National Australia Banks' 35,000 employees. James has also completed the CFP® Certification program, which is the highest designation in financial planning for professional competency, ethics and professional practice standards.

Services and specialities

  • Aged Care
  • Financial Planning
  • Fixed Interest and Cash Management
  • Margin Lending and Gearing Strategies
  • Personal Insurance
  • Philanthropic Services

Investment Style

James' key areas of expertise are superannuation (SMSF, retirement, taxation planning), insurance and the approriate structures required to help clients create and maintain wealth. James provides detailed financial strategies which consider structure, investment vehicles, super and tax legilsation. He works with clients to assist them in meeting their needs and objectives.

Industry Education & Experience

Qualifications
  • Bachelor of Commerce (Financial Planning), Griffith University, 2015
  • Bachelor of International Business, Griffith University, 2015
  • CERTIFIED FINANCIAL PLANNER®, FPA, 2018
  • Ethics and Professional Relationships, QUT, 2020
Professional Associations
  • Financial Planning Association of Australia
  • Tax (Financial) Adviser
Approved Competencies
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am employed by Rawene Pty Ltd which operates the business of Morgans Financial Limited - Gold Coast. My employer remunerates me as your adviser by way of salary.