James Wortley
Financial Adviser
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 Wortley is an ASIC-registered financial adviser based in Mackay, Queensland, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive solutions. James holds a Bachelor of Business (Accounting) from CQ University (1994), an 8 Unit Diploma of Financial Planning from the Financial Advice Association of Australia Limited (2001), and a 4 Unit CFP from FAAA (2003). He also completed FPC002B Ethics and Professionalism in Financial Advice with Kaplan Higher Education in 2021. James is a proud member of the Financial Advice Association of Australia (FAAA), reflecting his commitment to upholding the highest standards of professionalism and ethical conduct. Authorised to provide advice on a wide range of financial products, James specialises in superannuation, insurance, and wealth management. He offers guidance on Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities, ensuring clients have access to diverse investment opportunities and robust risk management strategies. Key services include: • Superannuation advice • Insurance planning • Wealth management strategies • Investment advice • Retirement planning Ready to take control of your financial future? Contact James Wortley today to schedule a consultation and discover how personalized financial advice can make a difference.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does James Wortley offer?
James Wortley specialises in superannuation, insurance, and wealth management advice. He can also provide guidance on Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities.
What are James Wortley's qualifications and experience?
James Wortley holds a Bachelor of Business (Accounting), a Diploma of Financial Planning, and a CFP designation. He is also a member of the Financial Advice Association of Australia (FAAA) and has been providing financial advice since 2001.
What is the process for becoming a client of James Wortley?
The process typically begins with an initial consultation to discuss your financial goals and current situation. From there, James will develop a personalised financial plan tailored to your needs. This plan will be reviewed regularly and adjusted as needed to ensure you stay on track.
What can I expect during my first meeting with James Wortley?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. James will listen carefully and ask questions to gain a thorough understanding of your needs. This meeting is an opportunity for you to get to know James and determine if he is the right financial adviser for you.
Why should I choose James Wortley as my financial advisor?
James Wortley offers personalised, comprehensive financial advice based on years of experience and a commitment to ethical conduct. He is dedicated to helping his clients achieve their financial goals through tailored strategies and ongoing support.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.