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.
- Pensions and Retirement Planning
- Self-Managed Super Funds
- Direct Equities
- Debt Management
- Centrelink Advice
- Aged Care Advice
- Wealth Creation
- Estate Planning
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.
54 Gordon Street, Mackay QLD 4740
Monday to Thursday 8:30am - 5:00pm. Friday 8:30am - 3:00pm.
James Wortley is a representative of Enlightened Financial Solutions Pty Ltd AFSL No. 502728 ABN 81 600 104 354 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.