James Chandler

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

Stockbroking

Fixed Interest and Cash Management

Wealth Management

Superannuation Advice

Portfolio Administration

Industry Experience

Sectors Covered

James Chandler's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Ethics and Professional Relationships

Bachelor of Business Management (HR Management & Industrial Relations)

Bachelor of Commerce

Associations

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Superannuation

Derivatives Level 1

Financial Planning

Generic

Managed Investments

Margin Lending

Securities

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.