James Fulton-Kennedy
Financial Adviser
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About
James Fulton-Kennedy is an ASIC-registered financial adviser based in Chevron Island, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. James holds a Bachelor of Commerce (Financial Planning) and a Bachelor of International Business from Griffith University. He has further enhanced his expertise with certifications including Tier 1 Margin Lending, Certified Financial Planner designation from the FPA, and specialist knowledge in Self Managed Superannuation Funds. James is committed to maintaining the highest ethical standards, evidenced by his completion of Ethics and Professional Relationships training at QUT. As a member of the Financial Advice Association of Australia (FAAA), James adheres to a strict code of conduct, ensuring his clients receive advice that is both professional and trustworthy. Authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and government debt securities, James offers holistic solutions to meet diverse financial needs. • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Investment Advice • Retirement Planning Ready to take control of your financial future? Contact James today for a consultation and discover how personalised financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does James Fulton-Kennedy offer?
James Fulton-Kennedy provides advice on superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities and government debt securities. He can help you with retirement planning, investment strategies, and protecting your assets.
What qualifications does James Fulton-Kennedy have?
James holds a Bachelor of Commerce (Financial Planning) and a Bachelor of International Business from Griffith University, along with certifications in Tier 1 Margin Lending, Certified Financial Planner designation, and Self Managed Superannuation Funds. He has also completed Ethics and Professional Relationships training.
What is James Fulton-Kennedy's approach to financial planning?
James takes a personalised approach, tailoring strategies to your specific needs and goals. He focuses on building long-term relationships with his clients, providing ongoing support and guidance to help them achieve financial success.
How can I book a consultation with James Fulton-Kennedy?
You can contact James directly through the contact details provided on his website or professional profile to schedule a consultation. During the initial meeting, you can discuss your financial goals and determine how James can assist you.
What should I expect during my first meeting with James?
During your first meeting, James will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then explain his services and how he can help you achieve your objectives. This initial consultation is an opportunity for you to ask questions and determine if James is the right financial adviser for you.
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