Financial Adviser
· CHEVRON ISLAND, QLD
James Ian Fulton-kennedy
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001237196
James Ian Fulton-kennedy is a financial adviser based in Chevron Island, Queensland, with 11 years of experience in the financial services industry. James is currently authorised under Morgans Financial Limited. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from FPA. James is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2015
Bachelor of Commerce (Financial Planning)
Griffith University
2015
Bachelor of Internatitonal Business
Griffith University
2017
Tier 1 Margin Lending
Other - Kaplan Professional
2018
Certified Financial Planner
FPA
2019
Self Managed Superannuation Funds
Kaplan Professional
2020
Ethics and Professional Relationships
Ethics - QUT
Registration History
A.C.N. 140 520 225 PTY LTD
Advice on superannuation excludes self managed superannuation funds.
Source: ASIC Financial Advisers Register