James Chandler
Private Client Adviser
I aim to build long term relationships with my clients based on strong mutual trust. I endeavour to tailor advice based on a thorough understanding of their goals and objectives.
James joined Morgans in 2009, having spent the previous five years working within the equities division at Morgan Stanley in London. James has been involved in the industry directly since 2003 and holds Bachelors of Commerce and Business Management Degrees from the University of Queensland.
Investment Style
James works closely with clients to fully understand their investment objectives. He specialises in direct shares for individuals and Self Managed Superannuation Funds, with advice built on the foundations for achieving long term wealth.
Services and Specialties
Wealth Management
Superannuation Advice
Stockbroking
Fixed Interest and Cash Management
Portfolio Administration
Qualifications and Professional Affiliations
Bachelor of Commerce
Ethics and Professional Relationships
Bachelor of Business Management (HR Management & Industrial Relations)
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Financial Planning
Managed Investments
Derivatives Level 1
Superannuation
Securities
Margin Lending
Generic
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
