Kieren James
Financial Adviser - CFP
Authorised Representative Fortnum Private Wealth

Biography

Starting as a paraplanner in 1999, Kieren quickly moved into the realm of technical advice and became a Certified Financial Planner CFP® in 2002.  Since then Kieren has devoted himself to helping people achieve their life goals through professional holistic and strategic financial advice.

Kieren specialises in superannuation, retirement planning, investment management and personal risk insurance, as well as the architecture and delivery of corporate services including workplace financial education and executive engagement programs.  Kieren brings a wealth of experience as a finance professional and senior manager in these areas having worked for various groups including IOOF, Shadforth Financial Group, Outlook Financial Solutions, Gallagher Benefit Services and Plan B Wealth Management.

Out of the office Kieren seeks out travel and adventure, currently training in mountaineering for ascents on Mt Aspiring and Mt Cook in NZ. Kieren has also represented Australia in elite competitive skydiving and holds various national and world records in the sport.

Qualifications

  • Certified Financial Planner CFP®
  • Graduate Diploma in Financial Planning
  • Graduate Certificate in Business Administration
  • Bachelor of Commerce in Banking & Finance
  • FASEA Qualified
  • FPA member
  • Tax Practitioner Board Registered – Adviser Number 26024650
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