James Fulton-Kennedy

Morgans Financial Ltd

Silver
7 Yrs Experience
Chevron Island, QLD 4217
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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 6
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualifications
    • Bachelor of Business
    • Bachelor of Commerce (Financial Planning)
  • Language spoken
    • English

Morgans Financial Ltd

Level 1, 65-67 Thomas Drive
Chevron Island, QLD 4217

Licensed by

Morgans Financial Ltd

AFSL 235410

4.95
6 Reviews
5
4
3
2
1
4.85
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—6 of 6

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5.00

"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."

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James was very helpfull nad also giving advice what is the best and how to meet my needs for insurance."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James was very helpful in assisting myself and my partner organise our personal protection after purchasing our first home. He also was able to help us consolidate our superannuation accounts. He educated us along the way and explained everything in terms that we could understand. I would happily send my friends and family to James."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2015

Bachelor of Commerce (Financial Planning)

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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