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About me
Welcome to Moran Wealth, a Melbourne and Mornington Peninsula based boutique wealth consultancy. We take a holistic approach to financial planning and have a goals-based methodology. Our approach is highly personalised, with the client’s best interests at the core of what we do. Understanding you and ensuring that your situation is streamlined are the key objectives.
IN SHORT, WE'RE YOUR FINANCIAL PROJECT MANAGER
Through project managing your situation with other trusted referral partners, we get you to where you should be with your wealth creation, wealth protection, goals and objectives.
Starting with your personal financial resources, we work with you to establish the financial disciplines that are the drivers of true wealth. Taking into account your individual circumstances and your unique goals, we design a comprehensive financial strategy that will put you on a path to achieve your goals.
Live, Create, Protect
JDE Moran Pty Ltd atf Moran Unit Trust ABN 13 758 109 075 trades as Moran Wealth. JDE Moran Pty Ltd atf Moran Unit Trust and John Moran are authorised representatives of Lonsdale Financial Group Ltd ABN 76 006 637 225 AFSL 246934
Authored by me:
Reviews
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out of 5 starsMy Expertise
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Aged Care
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Borrowing
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Budgeting
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Government Assistance
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Growing Assets
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Insurance & Protection
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Managing Debt
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Retirement Planning
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Self Managed Super Funds
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Small Business Advice
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Superannuation
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Tax Strategies
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Wills & Estate
Key information
- Adviser rating
- Gold
- Years Experience
- 21 Years
- Highest qualification
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Certified Financial Planner (CFP)
- Industry Memberships
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1 total
- Address
- 49 Octavia St
Mornington, VIC, 3931 - Location
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I'm committed to providing quality service and meeting your needs.
Ownership Structure
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Company
Moran Wealth
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Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
LONSDALE FINANCIAL GROUP LIMITED
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Licensee owned by
IOOF HOLDINGS LTD
My Qualifications
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Certified Financial Planner (CFP) (2015)
Level of Qualification: Level 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution: Financial Planning Association of Australia (FPA)
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Self Managed Superannuation Funds (2011)
Level of Qualification: Training
Institution: Kaplan Professional
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Margin Lending (2010)
Level of Qualification: Training
Institution: Pinnacle Financial Services Academy
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Diploma of Financial Planning (2002)
Level of Qualification: Level 5 - Diploma
Institution: Deakin University
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Bachelor of Commerce (Accounting) (1999)
Level of Qualification: Level 7 - Bachelor Degree
Institution: La Trobe University
My Memberships
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Financial Planning Association (FPA)
Level of Membership:
Certified Financial Planner
My Fees
- Personal Advice
- starting from $1650
- Ongoing Advice
- starting from $2200
- Details
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Agreed between adviser and client based on client complexity
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I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
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