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