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 the creation of wealth"

James has over 20 years of local and international business 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 by constructing portfolios containing extraordinary businesses that are acquired at a discount to their intrinsic value and generate consistent 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
  • Tax and Commercial Law, Kaplan, 2018
  • Tax for Financial Advising, Kaplan, 2018
Professional Associations
  • Tax (Financial) Adviser
Approved Competencies
  • Financial Planning
  • Generic
  • Managed Investments
  • Securities
  • Superannuation
I am employed by Thornpac Pty Ltd which operates the business of Morgans Financial Limited - Norwood. My employer remunerates me as your adviser by way of salary. I am eligible to participate in a bonus scheme depending upon performance.