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WHO WE ARE

David James B. Int. Fin., Adv. Dip. FS. (FP)
Managing Director & Financial Adviser

David has over a decade of experience in Financial Services. He began giving advice as an authorised representative in 2007. David holds a Bachelor of International Finance and the Advanced Diploma of Financial Services (Financial Planning). David also completed the MLC Adviser Scholarship Program, which is a two-year structured course aimed to launch his career as a Financial Adviser.

Sean Young M.Pharm, Adv. Dip FS. (FP), AFP®

Managing Director & Financial Adviser
Sean began his career within the Financial Services industry in 2014. He holds a Master of Pharmacy and the Advanced Diploma of Financial Services (Financial Planning). The career change was brought about by a desire to focus on his true interest, being finance but with the ability to continue a customer focused role. Sean concentrates on providing holistic advice, and has a passion towards helping young families and wealth accumulators achieve their future aspirations while reducing the burden of managing their finances in their busy lives.

 

MK Financial Planning Services has provided financial advice to clients from the Gold and Tweed Coast since 2004. The business was started by David's father, Maurice James, and in May 2020 was acquired by David and Sean.

As a ‘boutique’ Financial Planning practice we do not advertise or employ other mass market techniques. Rather we engage with potential clients by referral only, thereby ensuring we do not compromise the quality of our business or services we provide. 

James & Young Wealth Management Pty Ltd, trading as MK Financial Planning Services is an authorised representative of Coastal Financial Services Pty Ltd ABN 37 645 748 607, Australian Financial Services Licence Number 528512.
 

We believe that the purpose of financial planning is to improve the quality of your life.

 

Our motto is Building Relationships.

ABOUT US