Having been through the ups and downs in the markets since early 1987, John aims to provide clients with plain English, solution driven comprehensive advice which encompasses the client’s total position, structure, needs and objectives. A major part of this being the understanding of each clients risk profile and how to best manage the expectations around risk verses return, whilst maximising the wealth creation opportunities.
John acts for clients at all stages of life, in both the private and public sectors and focuses on Wealth Creation & Ongoing Management, Investment Strategies around tax, Superannuation including SMSFs, Risk Management, Pre & Post Retirement Strategies and Alternative Investments.
Visit us at www.morgans.com.au
Expertise
My fees
Flexible and affordable depending on your individual circumstances. Discussed and agreed upfront and fully transparent.
At a glance
- Adviser status Silver
- First year providing advice 1987
- Years of experience 38
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Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Certificate in Financial Planning
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Language spoken
- English
Morgans Financial Ltd
Riverside Centre, Level 29, 123 Eagle StreetBrisbane, QLD 4000
Licensed by
Morgans Financial Ltd
AFSL 235410