James Fulton-Kennedy
CFP®
Financial Planner
I take a holistic approach to financial planning in considering wealth creation, estate planning, risk management, retirement planning and portfolio management to assist you in meeting your goals.
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. In 2017, James was recognised as being in the top 1 per cent of performers within the National Australia Banks' 35,000 employees. James has also completed the CFP® Certification program, which is the highest designation in financial planning for professional competency, ethics and professional practice standards.
Investment Style
James' key areas of expertise are superannuation (SMSF, retirement, taxation planning), insurance and the approriate structures required to help clients create and maintain wealth. James provides detailed financial strategies which consider structure, investment vehicles, super and tax legilsation. He works with clients to assist them in meeting their needs and objectives.
Services and Specialties
Fixed Interest and Cash Management
Financial Planning
Aged Care
Margin Lending and Gearing Strategies
Personal Insurance
Philanthropic Services
Retirement and Estate Planning
Qualifications and Professional Affiliations
Bachelor of Commerce (Financial Planning)
Ethics and Professional Relationships
Bachelor of International Business
Associations
Financial Advice Association of Australia (FAAA)
Competencies
Superannuation
Margin Lending
Managed Investments
Generic
Financial Planning
Life Insurance
Securities
I am employed by Rawene Pty Ltd which operates the business of Morgans Financial Limited - Gold Coast. My employer remunerates me by way of salary. As a shareholder of Rawene Pty Ltd, I may be entitled to a share of profits.
