James Wortley Email & Phone Number

Principal and Financial Adviser @ Enlightened Financial Solutions

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James Wortley's Location

East Mackay, QLD, AU

James Wortley's Work

Principal and Financial Adviser @ Enlightened Financial Solutions
Founder and CEO of Enlightened Financial Solutions @ Enlightened Financial Solutions
Executive Financial Adviser @ Westpac

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Bank Officer @ NAB

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James Wortley's Education

CQ University
Bachelor of Business (Accounting)
1991 - 1994
St Brendans College
Year 12
1986 - 1990

James Wortley's Skills

Superannuation
Wealth Accumulation
Investment Strategies

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Strategic Financial Planning
Estate Planning
Buy Sell Agreements
Investment Advisory
SMSF Expert
Retirement Planning
Financial Planning

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James Wortley's Summary

James Wortley, based in East Mackay, QLD, AU, is currently a Principal and Financial Adviser at Enlightened Financial Solutions, bringing experience from previous roles at Enlightened Financial Solutions, Westpac and National Australia Bank. James Wortley holds a 1991 - 1994 Bachelor of Business in Accounting @ CQ University. With a robust skill set that includes Superannuation, Wealth Accumulation, Investment Strategies, Strategic Financial Planning, Estate Planning and more, James Wortley contributes valuable insights to the industry. James Wortley has 1 email and 1 mobile phone number on RocketReach.

James Wortley Email Address

Found 1 email address listing:

@efsmackay.com.au

James Wortley Phone Number

Found 5 phone numbers:

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