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James Thackray
BBus
Private Wealth Adviser
As your trusted advisers, we aim to maximise your long term wealth in order for you to enjoy the lifestyle that you deserve.
With the support of Morgans, James makes informed decisions to determine portfolio construction, asset allocation, income generation and investment opportunities. Taking into account a range of short, medium and long term client objectives, goals and needs we focus on simplifying your financial life, providing professional investment decisions as your private portfolio managers.
Investment Style
James is a private wealth adviser committed to strategic wealth planning, attaining sustainable returns and delivering comprehensive and transparent financial solutions. His clients benefit from a structured, disciplined approach with regard to portfolio management, capital preservation and enhancing family wealth. James holds a Bachelor of Business and is accredited in superannuation, securities and managed investments. He assists clients in growing, managing and protecting their wealth.
Services and Specialties
Superannuation Advice
Fixed Interest and Cash Management
Portfolio Administration
Wealth Management
Self-Managed Super Funds
Personal Insurance
Qualifications and Professional Affiliations
Bachelor of Business (Entrepreneurship)
924 Superannuation & Skills
Ethics and Professional Relationships
RG146
Tier 1 Life Insurance - Personal Advice
Associations
No items found.
Competencies
Life Insurance
Securities
Direct International Equities Trading Adviser
FASEA Financial Adviser Exam
ASIC Financial Advisers Register
Superannuation
Tax (financial) Adviser
Generic
Managed Investments
I am employed by Antaeus Investment Trading Pty Ltd which operates the business of Morgans Financial Limited - Brighton. My employer remunerates me by way of salary and percentage of fees.
