James is an experienced, dual-degree qualified Financial Planner. Prior to joining Morgans, James worked within the NAB Financial Planning network on the Gold Coast and, in 2017, was recognised as being in the top 1 per cent of performers within the National Australia Bank's 35,000 employees. James has also completed the CFP® Certification program, which is the the highest designation in financial planning for professional competency, ethics and professional practice standards.
James was exceptional in his ability to provide comprehensive advice in a format capable of easily understanding. He was extremely knowledgeable in all areas of the requested advice and I would highly recommend him to anyone seeking to improve their financial affairs.
I found James to be extremely helpful, knowledgeable and very patient with a client who understood very little about SMSF. Nothing seemed to be too insignificant for him to deal with in his usual prompt and courteous manner. I would not hesitate in recommending him to anyone. Janet Williams
From Day 1 James has been very thorough in assessing my situation and explaining how his advice fits my needs and my personal objectives. It was great getting him to look at my finances as a whole, and being a nervous first time investor in shares he was able to give me all the information I needed to take the steps I need to achieve my goals. Looking forward to seeing what we can achieve long term.
Easy to understand with very good communication skills most impressed with what was provided and the ease it took to set it all up thanks James for taking time to explain it and getting us a great outcome of managed funds
James was very helpfull nad also giving advice what is the best and how to meet my needs for insurance.
- Adviser status Silver
- Number of reviews 6
- First year providing advice 2015
- Years of experience 8
- Bachelor of Business
- Bachelor of Commerce (Financial Planning)
Morgans Financial LtdLevel 1, 65-67 Thomas Drive
Chevron Island, QLD 4217
Morgans Financial Ltd