James Thackray
Private Wealth Adviser
With the support of Morgans, James makes informed decisions to determine portfolio construction, asset allocation, income generation and investment opportunities. Taking into account a range of short, medium and long term client objectives, goals and needs we focus on simplifying your financial life, providing professional investment decisions as your private portfolio managers.
Investment Style
James is a private wealth adviser committed to strategic wealth planning, attaining sustainable returns and delivering comprehensive and transparent financial solutions. His clients benefit from a structured, disciplined approach with regard to portfolio management, capital preservation and enhancing family wealth. James holds a Bachelor of Business and is accredited in superannuation, securities and managed investments. He assists clients in growing, managing and protecting their wealth.
Services and Specialties
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
I am employed by Antaeus Investment Trading Pty Ltd which operates the business of Morgans Financial Limited - Brighton. My employer remunerates me by way of salary and percentage of fees.
