James Syme

alt
BCom CFP ADFP

Authorised Representative: 000436320

Private Client Adviser

"My role is to understand client goals and create an effective financial plan to build wealth."

James has been in the finance industry for 10 years, previously working on the commodities desk in London and financial planning in Melbourne. James joined Morgans Camberwell in 2016 and offers his comprehensive set of financial planning skills to clients.

Services and specialities

  • Financial Planning
  • Personal Insurance
  • Portfolio Administration
  • Retirement and Estate Planning
  • Self Managed Super Funds
  • Superannuation Advice

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 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
  • Tax (Financial) Adviser, Tax Practitioners Board, 2015
Professional Associations
  • Tax (Financial) Adviser
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 - Camberwell. My employer remunerates me as your adviser by way of salary. I am eligible to participate in a bonus scheme depending upon performance.