Our first interview is at no cost and no obligation. The initial appointment will help us understand your goals and aspirations for the future. We will also discuss how we can help you on your financial journey.

Our vision “Improving the lives of those seeking financial freedom for retirement and beyond”

Meet The TeamJames Wortley

James Wortley

CEO / Founder

James was born in Whyalla South Australia then moved to Central Queensland and lived in Moura, Moranbah & Emerald. During this time he did his secondary education at St Brendan’s College in Yeppoon. He competed a Bachelor of Business in Accounting at CQU and went on to complete a Diploma of  Financial Planning and Certified Financial Planner qualification.

James started his own financial advice business on the 1st April 2007 after working for Westpac for 9 years. The business has grown substantially to 16 staff and we own our own business premises. We have won many awards over the past 5 years with the highlight being one of the three finalists in the FPA Professional Practice of the year awards.

On a personal note he is a proud father of 2 girls and finished a Gold Coast marathon. For fitness James likes to do some running, swimming, gym workouts and now cycling. He enjoys being in the garden and thinking of how he can make the business better. His down time is supporting 2 young daughters driving them around to sport, dancing and drama.

James ongoing goals are to run the most professional financial advice business in Australia and to teach my girls honesty and reliability and that hard work pays off in the long run.

“Treat people the way you want to be treated. Always act in the best interest of our clients”

We at Enlightened Financial Solutions can help youENQUIRE NOW

Changes to Superannuation- starting July 2017

Posted by Admin on February 24, 2017
There are changes to Superannuation starting 2017. Will this affect you ?   [video width="1280" height="720"...

Financial Planning Assoc. of Australia- Professional Practice of the Year Finalist 2016.

Posted by Admin on January 16, 2017
Enlightened Financial Solutions has been recognised by the leading professional body for financial advisers, the Financial Planning Association of Australia...

A will is important at any age!

Posted by Admin on June 3, 2016
Today, almost every adult in the country has some assets to pass on after they die – even if it is only the balance in a superannuation account. Most...