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James Chandler

James Chandler

Financial Adviser

Morgans Financial Limited
Brisbane, QLD 4000

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

James Chandler is an ASIC-registered financial adviser based in Brisbane, Queensland. With a strong foundation built on dual Bachelor's degrees in Business Management and Commerce from the University of Queensland (2004), James brings a wealth of knowledge and experience to his clients. He has further enhanced his expertise with certifications in TASA and the TPB Code of Professional Conduct from Kaplan (2016) and Ethics and Professional Relationships from QUT (2020). James is authorized to provide advice on a range of financial products, including superannuation, wealth management, securities, derivatives, and government debt securities. He is passionate about helping clients achieve their financial goals through tailored strategies and sound financial planning. Key services offered include: • Superannuation advice • Wealth management • Investment strategies • Portfolio construction • Retirement planning If you're seeking expert financial advice and a personalized approach, contact James today to discuss your financial future.

Specialisations

Areas of Expertise

Securities Derivatives Government Debt Securities Superannuation advice Wealth management Investment strategies Retirement planning Securities advice Derivatives advice

Client Types

Personal Investors SMSF Trust Structures Company Structures Self-Employed

Services

Superannuation Advice Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

000339666

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does James Chandler offer?

James Chandler provides advice on superannuation, wealth management, securities, derivatives, and government debt securities. He can help you create a tailored investment strategy to achieve your financial goals.

What are James Chandler's qualifications and experience?

James holds Bachelor's degrees in both Business Management and Commerce from the University of Queensland. He has also completed certifications in TASA and the TPB Code of Professional Conduct, as well as Ethics and Professional Relationships.

How does the financial planning process work with James Chandler?

The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. James will then develop a personalized financial plan, implement the plan, and provide ongoing reviews and adjustments as needed.

What can I expect during my first meeting with James Chandler?

During your first meeting, you can expect to discuss your current financial situation, your financial goals, and any concerns you may have. James will explain his approach to financial planning and answer any questions you have about his services.

How can superannuation advice from James help me?

James can help you optimize your superannuation contributions, choose the right investment options within your super fund, and develop a retirement plan that aligns with your lifestyle goals. He can also advise on strategies to maximise your superannuation benefits.

Get in Touch

Contact James directly for personalised advice.

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