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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”

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