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James Syme
BCom CFP® ADFP
Private Client Adviser
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.
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.
Services and Specialties
Self-Managed Super Funds
Retirement and Estate Planning
Wealth Management
Philanthropic Services
Personal Insurance
Financial Planning
Qualifications and Professional Affiliations
Bachelor of Commerce
Advanced Diploma of Financial Planning
Diploma of Financial Planning
Certified Financial Planning
Associations
CERTIFIED FINANCIAL PLANNER®
Competencies
ASIC Financial Advisers Register
Life Insurance
FASEA Financial Adviser Exam
Margin Lending
Tax (financial) Adviser
Securities
Generic
Direct International Equities Trading Adviser
Managed Investments
Superannuation
Financial Planning
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.
