James Fulton-Kennedy Cfp®
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James Fulton-Kennedy Cfp® Email & Phone Number

Financial Adviser and Partner at Morgans Financial Limited
Location: Southport, Queensland, Australia 8 work roles 9 schools
1 work email found @nab.com.au LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@nab.com.au
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Current company
Morgans Financial Limited
Role
Financial Adviser and Partner
Location
Southport, Queensland, Australia
Company size
854 employees

Who is James Fulton-Kennedy Cfp®? Overview

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Quick answer

James Fulton-Kennedy Cfp® is listed as Financial Adviser and Partner at Morgans Financial Limited, a with 854 employees, based in Southport, Queensland, Australia. AeroLeads shows a work email signal at nab.com.au and a matched LinkedIn profile for James Fulton-Kennedy Cfp®.

James Fulton-Kennedy Cfp® previously worked as Committee Member at Yp Gold Coast and Financial Adviser & Partner at Morgans Financial Limited. James Fulton-Kennedy Cfp® holds Bachelor Of Commerce (Financial Planning) & Bachelor Of International Business from Griffith University.

Company email context

Email format at Morgans Financial Limited

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*@nab.com.au
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AeroLeads found 1 current-domain work email signal for James Fulton-Kennedy Cfp®. Compare company email patterns before reaching out.

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Profile bio

About James Fulton-Kennedy Cfp®

James is an experienced, dual-degree qualified Financial Planner. Prior to joining Morgans, James worked within the NAB Financial Planning network on the Gold Coast and, in 2017, was recognised as being in the top 1 per cent of performers within the National Australia Bank's 35,000 employees. James has also completed the CFP® Certification program, which is the highest designation in financial planning for professional competency, ethics and professional practice standards.

Listed skills include Customer Service, Time Management, Investments, Personal Financial Planning, and 21 others.

Current workplace

James Fulton-Kennedy Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Morgans Financial Limited
Morgans Financial Limited
Financial Adviser and Partner
Southport, QLD, AU
Website
morgans.com.au
Employees
854
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8 roles

James Fulton-Kennedy Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Adviser & Partner

Current
Morgans Financial Limited

Gold Coast

Australia's largest national full-service stockbroking and wealth management network with over 240,000 client accounts, 500 authorised representatives and 950 employees operating from offices in all states and territories.

Dec 2018 - Present

Financial Planner

National Australia Bank

Gold Coast

•'A' level Audit Result- High Level of compliance•Retirement planning •Investment advice •Tax planning •Debt management •Social security •Superannuation •Personal insurance •Estate planning

Oct 2017 - Dec 2018

Wealth Advisor

National Australia Bank

Gold Coast, Queensland, Australia

•NAB Honour 2017 Program - Top 1 per cent across whole of NAB- highest performers who demonstrate NAB Values and place customers at the centre of everything they do.•'A' level Audit Result- High Level of compliance•Top performing adviser in the role nationally •Superannuation advice •Personal insurance advice •Responsible for producing SOAs•Investment advice

Oct 2016 - Oct 2017

Financial Adviser

Integrated Investment Group (Australia)

Gold Coast

• Streamlined financial management & increased cash flow• Risk Mitigation Strategies • Creating tax effective & diversified investment strategies• Reinvesting surplus funds to create wealth• Superannuation strategies, Asset allocation & transition to retirement• Helping to ensure wealth stays within the family & future generationsAuthorised Representative of MyPlanner Australia

Jul 2015 - Jun 2016

Financial Planning- Internship

Positive Dynamics Pty Ltd

Gold Coast, Australia

• Ensuring outstanding client service• Assisting with marketing initiatives• Process/tracking of new business• Assist with client meeting preparation (SOA)• Implementing team policies and ensuring compliance• Adviser calendar management

Mar 2015 - Aug 2015

Manager

Jfk Fitness

Gold Coast

Managing own Personal Training businessFacilitating 50+ client sessions per week

Jan 2012 - Jan 2014
Team & coworkers

Colleagues at Morgans Financial Limited

Other employees you can reach at morgans.com.au. View company contacts for 854 employees →

DL Donna Lobendahn Donna Lobendahn Colleague at Morgans Financial LimitedGreater Brisbane Area, Australia View → LC Les Conceicao Les Conceicao Colleague at Morgans Financial LimitedGreater Perth Area, Australia View → AR Aileen Rice Aileen Rice Colleague at Morgans Financial LimitedAustralia View → SS Stephen Stroud Stephen Stroud Colleague at Morgans Financial LimitedGreater Melbourne Area, Australia View → MP Mick Petrovic Mick Petrovic Colleague at Morgans Financial LimitedGreater Melbourne Area, Australia View → LN Louise Neylan Louise Neylan Colleague at Morgans Financial LimitedGreater Sydney Area, Australia View → AH Arthur Hartwell Arthur Hartwell Colleague at Morgans Financial LimitedGreater Brisbane Area, Australia View → AM Alex Martin Alex Martin Colleague at Morgans Financial LimitedGreater Adelaide Area, Australia View → AG Andrea Gedling Andrea Gedling Colleague at Morgans Financial LimitedTownsville, Queensland, Australia View → HD Hamish Dee Hamish Dee Colleague at Morgans Financial LimitedClayfield, Queensland, Australia View →
9 education records

James Fulton-Kennedy Cfp® education

Bachelor Of Commerce (Financial Planning) & Bachelor Of International Business

Griffith University

Griffith Business Double Degree Program Key Subjects • Contemporary Issues in Financial Planning • Taxation Planning • Retirement.

Certified Financial Planner- Cfp®

Financial Planning Association

The highest designation in financial planning, coupled with commitment to the highest ethical standards. The CFP® designation is.

High School

Toowoomba Grammar School

Middle School

Seoul Foreign School

Accredited Aged Care Professional

Aged Care Steps
FAQ

Frequently asked questions about James Fulton-Kennedy Cfp®

Quick answers generated from the profile data available on this page.

What company does James Fulton-Kennedy Cfp® work for?

James Fulton-Kennedy Cfp® works for Morgans Financial Limited.

What is James Fulton-Kennedy Cfp®'s role at Morgans Financial Limited?

James Fulton-Kennedy Cfp® is listed as Financial Adviser and Partner at Morgans Financial Limited.

What is James Fulton-Kennedy Cfp®'s email address?

AeroLeads has found 1 work email signal at @nab.com.au for James Fulton-Kennedy Cfp® at Morgans Financial Limited.

Where is James Fulton-Kennedy Cfp® based?

James Fulton-Kennedy Cfp® is based in Southport, Queensland, Australia while working with Morgans Financial Limited.

What companies has James Fulton-Kennedy Cfp® worked for?

James Fulton-Kennedy Cfp® has worked for Morgans Financial Limited, Yp Gold Coast, National Australia Bank, Integrated Investment Group (Australia), and Positive Dynamics Pty Ltd.

Who are James Fulton-Kennedy Cfp®'s colleagues at Morgans Financial Limited?

James Fulton-Kennedy Cfp®'s colleagues at Morgans Financial Limited include Donna Lobendahn, Les Conceicao, Aileen Rice, Stephen Stroud, and Mick Petrovic.

How can I contact James Fulton-Kennedy Cfp®?

You can use AeroLeads to view verified contact signals for James Fulton-Kennedy Cfp® at Morgans Financial Limited, including work email, phone, and LinkedIn data when available.

What schools did James Fulton-Kennedy Cfp® attend?

James Fulton-Kennedy Cfp® holds Bachelor Of Commerce (Financial Planning) & Bachelor Of International Business from Griffith University.

What skills is James Fulton-Kennedy Cfp® known for?

James Fulton-Kennedy Cfp® is listed with skills including Customer Service, Time Management, Investments, Personal Financial Planning, Management, Financial Services, Teamwork, and International Business.

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