MenuJames Fulton-Kennedy CFP®
About Me
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 and, in 2017, was recognised as being in the top 1 per cent of performers within the National Australia Bank's 35,000 employees. James has also completed the CFP® Certification program, which is the the highest designation in financial planning for professional competency, ethics and professional practice standards.
Areas of Focus
- Aged care
- Divorce
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 9 Years -
Licensed By Morgans Financial Limited
