The Financial Planning Association of Australia The Financial Planning Association of Australia

James Wortley, CFP®


Name James Wortley, CFP®
Company Enligthened Financial Solutions Pty Ltd
Address 54 Gordon Street
Mackay, QLD 4740
Phone 07 49571600
Mobile 0437349947
Email [email protected]
Website http://www.efsmackay.com.au

James has over 19 years experience in the Finance Industry, of which over 7 years was as an Executive Financial Planner with Westpac and more than 6 years as a self employed Financial Planner and authorised representative of Magnitude and Securitor.

James' main areas of expertise are centred on businesses and high net worth client's financial planning needs. This includes investment advice, wealth creation, retirement strategies and specialised advice in self managed superannuation funds, companies and family trusts.

James is a Certified Financial Planner and holds a Diploma of Financial Planning. He also holds a Bachelor of Business (Accounting) degree from Central Queensland University and has completed Australian Stock Exchange specialist education on listed products. James is also an appointed Commissioner for Declarations for the State of Queensland.

< Prev Page