James Syme
BCom CFP® ADFP
Private Client Adviser
My role is to determine my clients’ goals in order to tailor an effective financial plan that will build and protect wealth over the long term.
James has been in the finance industry for 14 years, previously working in global markets in London and wealth management in Melbourne. James joined Morgans Hawthorn in 2016 and offers his comprehensive financial planning and investment skills to clients.
Investment Style
James takes a long-term value approach to investment choices for clients. This involves building diversified portfolios with fixed interest, Australian shares, international shares, alternative assets and property trusts.
Services and Specialties
Financial Planning
Personal Insurance
Philanthropic Services
Retirement and Estate Planning
Self-Managed Super Funds
Wealth Management
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Ethics and Professionalism in Financial Advice
Certified Financial Planning
Bachelor of Commerce
Diploma of Financial Services (Financial Planning)
Associations
CERTIFIED FINANCIAL PLANNER®
Competencies
Financial Planning
Generic
Life Insurance
Managed Investments
Margin Lending
Securities
Superannuation
I am employed by Managing Wealth Pty Ltd which operates the business of Morgans Financial Limited - Hawthorn. My employer remunerates me by way of salary and percentage of fees.
