"“I aim to achieve a simple goal of long-term wealth creation for all my clients by providing clear and concise high quality financial advice.”"
James commenced at Morgans in November 2015 and enjoys building and maintaining strong client relationships. He specialises in the provision of superannuation, investment and life insurance advice.
Services and specialities
- Financial Planning
- Wealth Management
- Superannuation Advice
- Personal Insurance
Investment Style
James works close with his clients to develop a robust, disciplined and flexible wealth creation strategy. James’ skills and experience, enable him to provide a complete wealth management service helping clients achieve their financial goals and objectives over the long-term.
Industry Education & Experience
Qualifications
- Master of Commerce, RMIT, 2012
- Bachelor of Science, The University of Melbourne, 2009
- Diploma of Financial Planning, RMIT, 2013
- RG146, RMIT, 2013
- CERTIFIED FINANCIAL PLANNER®, Financial Planning Association of Australia, 2021
Approved Competencies
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Securities
- Superannuation
I am employed by Managing Wealth Pty Ltd which operates the business of Morgans Financial Limited - Hawthorn. My employer remunerates me by way of salary and percentage of fees.