James Fulton-Kennedy
Financial Planner
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
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
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.
