James Kay

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Authorised Representative: 001006011

Associate Adviser

"Having a background in Commerce as well as Science, I take an analytical and research-based approach to financial planning. Being well researched is of the upmost importance in achieving appropriate and sound client outcomes."

James commenced at Morgans in November 2015 and enjoys building and maintaining strong client relationships and specializes in the provision of superannuation, investment and life insurance advice.

Services and specialities

  • Financial Planning
  • Personal Insurance
  • Superannuation Advice
  • Wealth Management

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
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 - Camberwell. My employer remunerates me as your adviser by way of salary.