"My role is to determine my clients’ goals in order to tailor an effective financial plan that will build and protect wealth over the long term."
James has been in the finance industry for 14 years, previously working in global markets in London and wealth management in Melbourne. James joined Morgans Hawthorn in 2016 and offers his comprehensive financial planning and investment skills to clients.
Services and specialities
- Financial Planning
- Personal Insurance
- Retirement and Estate Planning
- Self-Managed Super Funds
- Wealth Management
- Philanthropic Services
Investment Style
James takes a long-term value approach to investment choices for clients. This involves building diversified portfolios with fixed interest, Australian shares, international shares, alternative assets and property trusts.
Industry Education & Experience
Qualifications
- Certified Financial Planning, Financial Planning Association, 2018
- Advanced Diploma of Financial Planning, International Institute of Technology, 2015
- Bachelor of Commerce, Monash University, 2007
- Diploma of Financial Planning, International Institute of Technology, 2012
Professional Associations
- CERTIFIED FINANCIAL PLANNER®
Approved Competencies
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- 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.