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.
Expertise
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 6
- First year providing advice 2015
- Years of experience 10
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Highest qualifications
- Bachelor of Commerce (Financial Planning)
- Bachelor of Business
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Language spoken
- English
Morgans Financial Ltd
Level 1, 65-67 Thomas DriveChevron Island, QLD 4217

Licensed by
Morgans Financial Ltd
AFSL 235410
