Saxon Kirkley

Saxon Kirkley

BCom (Econ) GradDipFP

Authorised representative number: 001309119

Financial Adviser

07 5479 2757

saxon.kirkley@morgans.com.au

I empower clients to make confident financial decisions with tailored advice aligned to their goals. Through collaboration, I create lasting strategies that balance growth, security, and long-term peace of mind.

Saxon holds a Bachelor of Commerce with a Major in Economics from Macquarie University and a Graduate Diploma in Financial Planning. He joined Morgans in July 2022, assisting advisers, before becoming an adviser in January 2025. With prior experience in Wealth Management, including at Westpac's BT, Saxon is committed to delivering strategic, tailored financial advice to help clients achieve their goals.

Investment Style

Saxon offers comprehensive financial planning and investment advice, emphasising long-term quality holdings and diversified asset allocation. By understanding each client's goals, risk tolerance and timeframes, Saxon creates strategies that balance growth, income, flexibility, and financial security to achieve lasting success.

Services and Specialties

Wealth Management

Financial Planning

Investment Advice

Retirement and Estate Planning

Superannuation Advice

Qualifications and Professional Affiliations

Graduate Diploma in Financial Planning

Bachelor of Commerce

Competencies

Generic

Financial Planning

Securities

Managed Investments

Superannuation

I am employed by JSM Investments (Aust) Pty Ltd which operates the business of Morgans Financial Limited - Sunshine Coast. My employer remunerates me by way of salary.

AIRA Best Practice Awards

AIRA Best Practice Awards

AIRA Best Practice Awards

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Morgans Financial Limited acknowledges the Traditional Owners of Country throughout Australia.

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