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James Kay
MCom BSc DipFS CFP®
Financial Adviser
“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.
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.
Services and Specialties
Personal Insurance
Wealth Management
Superannuation Advice
Financial Planning
Qualifications and Professional Affiliations
Master of Commerce
Bachelor of Science
CERTIFIED FINANCIAL PLANNER®
RG146
Diploma of Financial Planning
Associations
Associate Member of the Financial Planning Association of Australia
Competencies
Life Insurance
Direct International Equities Trading Adviser
ASIC Financial Advisers Register
Superannuation
Tax (financial) Adviser
Financial Planning
Managed Investments
FASEA Financial Adviser Exam
Generic
Securities
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.
