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Adviser Profile

James Wortley

Enlightened Financial Solutions

James has over 19 years experience in the financial services industry. Throughout this time, he spent 7 years as an Executive Financial Adviser with Westpac and another 7 years as a self-employed financial adviser. James’ main areas of expertise are centered on businesses and high net worth clients' financial planning needs.

Specialities

  • Superannuation
  • Retirement Planning
  • Self-Managed Super Funds
  • Non-super Investments
  • Direct Equities
  • Debt Management
  • Centrelink Advice
  • Aged Care Advice
  • Personal Insurance
  • Wealth Creation
  • Business Insurance
  • Estate Planning
  • Overseas Pensions

Indicative fee

Advice is provided on a fee for service basis depending on the complexity of the advice required, with fees starting at $3,300 for a full Statement of Advice. For advice provided that is related to your Sunsuper account, you may be able to pay via a deduction from your Sunsuper balance.

Address

City Plaza, 1st Floor, 45 Wood Street, Mackay QLD 4740

Office Hours

Monday to Thursday 8:30am - 5:00pm. Friday 8:30am - 3:00pm.



James Wortley is a representative of Securitor Financial Group Limited AFSL No. 240 687 ABN 48 009 189 495 and can be found on ASIC’s Financial Advisers Register. Profiles are provided by National Advice Panel planners. More information about each planner, including services they offer, remuneration, any potential conflicts of interest, and dispute resolution, are set out in their own Financial Services Guide(s). Sunsuper does not receive or pay any referral fees to these planners. The National Advice Panel planners are not employed by Sunsuper, and Sunsuper is not responsible for the advice provided by these planners.