Morgan began her career in the Financial Services industry in 2013 when she moved from the property sector to become a mortgage broker specialising in debt reduction, mortgage elimination, and specialised investment lending structures. Morgan always had her sights set on becoming a financial planner as she wanted to see her clients reach their financial goals. Her passion is seeing her clients break out of the “groundhog day rut” as financial pressure can affect many areas of one’s life. Morgan focuses on holistic advice to ensure that her clients are in a better financial position due to meeting her. Morgan heavily focuses on educating and empowering her clients to make financial decisions.
Her specialties are in Superannuation, Self- Managed Superannuation funds, Insurance, Personal Investment strategies, Aged Care, Cash flow, Taxation strategies as well as Retirement strategies for pension clients. Her diversity of experience allows her to provide unique insights when researching and implementing strategies for clients, together with any associated risks. This helps her clients achieve optimal outcomes.
Morgan holds a Bachelor of Science, Advanced Diploma of Financial Planning, Diploma of Financial Planning, Diploma of Mortgage Broking, Certificate 4 in Mortgage Broking, Self- Managed Superannuation Fund Specialist accreditation, Margin lending specialist accreditation, Foreign Exchange specialist accreditation, Accredited Derivatives Adviser L1 Specialist, Australian Taxation Law (Financial Advisers) accreditation as well as Commercial Law (Financial Advisers). Her strong commitment to ongoing studies and education has seen her undertake a Post Graduate Diploma and Master’s in Financial Planning.
Morgan is a member of the:
- Association of Financial Advisers
- Genxt Financial Advisers
- XY Adviser
- Tax Practitioners Board
Morgan also made top 10 for the Association of Financial Advisers “Rising Star” award in 2018.
She has lived in Brisbane most of her life and enjoys spending time with her family, and friends. Of an evening and weekend, you will find Morgan either at the gym, the athletics track or performing salsa dancing.
To meet with Morgan please call (07) 3608 6800 or send your enquiry here.