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

Owner / Certified Financial Planner

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

James’ main areas of expertise are centered 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. With recent changes to self managed super funds, James understands that businesses need to have a clear understanding on how to structure their super to receive maximum benefits.

James has completed a Bachelor of Business in Accounting through Central Queensland University. He is a CERTIFIED FINANCIAL PLANNER and also holds a Diploma of Financial Planning from Deakin University. James is an appointed Commissioner for Declarations for the State of Queensland and has completed Australian Stock Exchange specialist education on listed products.

James and his family are locals who support many community activities and initiatives. James is a member of the Mackay Rotary Association that provides support to the local community; he is also a member of the Mackay Chamber of Commerce, Resource Industry Network and the Mackay Chapter of the Financial Planning Association of Australia.

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...