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John Lindsay

Morgans Financial Ltd

Silver
38 Yrs Experience
Brisbane, QLD 4000

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

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
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Certificate in Financial Planning
  • Language spoken
    • English

Morgans Financial Ltd

Riverside Centre, Level 29, 123 Eagle Street
Brisbane, QLD 4000

Licensed by

Morgans Financial Ltd

AFSL 235410