About Me

The most common feedback from my clients is they feel understood at their core, so they know the advice I provide to them is in their best interests. They tell me that the holistic, comprehensive financial advice I provide them helps them make truly informed decisions, and they love how meticulous my attention to every detail in their situation is, with everything considered and addressed.

They are usually doing well with their business or career, but want my ongoing professional guidance on how to make the most of their wealth and the options available, with their goals and values being central to every decision.

With more than 15 years of experience in specialist roles within superannuation, financial planning, wealth and insurance, and education, my clients value the guidance, expertise, ongoing support, and sounding board I provide relating to their wealth and decisions that will have a material impact on their life.

I am a Certified Financial Planner with a Master of Management Studies (graduating with first class honours), majoring in Applied Economics & Finance. I also passed the Chartered Financial Analyst (CFA) level 1 exam on my first attempt. After working in Japan and New Zealand, I am Brisbane based but work with clients across Australia or with Australian assets. In 2011 I began advising as it combines my strength in all things relating to money and wealth with my love for helping people to succeed.

The strategy I develop for each of my clients depends on what success means for them, and their priorities in life.

Typically my clients come to me via referral from a family member or friend, or from their accountant or solicitor. There is a limit on how many new clients I can accept to ensure my service levels remain at the high standard my clients have come to expect.

At Morgans Financial I help my clients with more than investments. To see how the help of a holistic comprehensive financial adviser can empower you to make truly informed decisions that are in your best interests, feel free to reach out to organise an initial phone call.