Morgan has actively worked in the financial services industry since 2010 and through his past experiences at a major Australian insurance, bank and stockbroking institution, he has developed knowledge and experience in the areas of financial planning, superannuation and personal risk insurance.
Qualifications and certifications
Morgan has completed a Diploma of Financial Planning, Bachelor of International Business, and a Bachelor of Arts (Asian & International Studies). With these qualifications and experience, he is well qualified to help clients to achieve their financial goals.
Morgan is a member of Association of Financial Advisers (AFA)