James Fulton-Kennedy CFP® is a distinguished Financial Adviser and Partner at Morgans Financial Limited, Australia's largest full-service stockbroking and wealth management network, where expertise includes retirement planning, investment advice, and estate planning. With a background as a Financial Planner and Wealth Advisor at National Australia Bank, James achieved top-tier performance and compliance recognition. Prior experience includes a financial adviser role at Integrated Investment Group, focusing on wealth creation and risk mitigation, and an internship at Positive Dynamics Pty Ltd. Academic credentials include a Bachelor of Commerce in Financial Planning and International Business from Griffith University, certification as a Certified Financial Planner, and specialized training in Margin Lending and Self Managed Super Funds. James's commitment to financial excellence is further evidenced by contributions to the YP Gold Coast Management Committee.
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