About Me

Spending over a decade in financial services and years as a mentor, Morgan is devoted to improving her clients' financial futures. Clients often remark that Morgan's straightforward and empathetic approach puts them at ease.
With years of navigating the real challenges of running a business and managing complex finances, Morgan knows what it’s like to wrestle with tricky accounting and unravel complex financial knots.

Morgan finds the rebuilding phase incredibly rewarding. Having been through a divorce and the experience of starting over and rebuilding, Morgan is driven to help others avoid financial pitfalls and make informed choices aligned with what’s important to them. Actively volunteering with pro bono programs, Morgan believes everyone deserves access to good financial advice.

Morgan holds industry-leading qualifications, including a Master’s degree. In 2022 and 2023, Morgan was honored to be named in Financial Standard’s Power 50, recognizing the most influential financial advisers in Australia. Additionally, Morgan was a National Finalist for the AFA Female Excellence in Advice Awards.

As an active and passionate member of the financial planning community, Morgan serves on four FAAA committees and is committed to shaping the future of the advice industry every day. Morgan loves finding solutions to people’s problems and putting them in a better position.

In her spare time, Morgan can be found salsa dancing, traveling the world, and encouraging clients to spend on their passions. Morgan advises clients to cut back on the extras so they can pursue what lights them up.