Morgan has 16 years experience working in the financial services industry across retail banking, superannuation funds and financial advice firms. His vast experience spans roles such as Senior Paraplanner, Financial Strategist and Advice Compliance.

Morgan enjoys helping our clients behind the scenes by formulating advice strategies, implementing advice documents and liaising with clients on day-to-day tasks.

Having previously been an Authorised Representative, completing a Diploma of Financial Planning, and passing the FASEA exam, he is now working towards finishing his Masters of Financial Planning so that he can further help Australians achieve financial freedom.

In any given weekend, Morgan loves taking his 4x4 and kids to explore the beautiful forest trails and beaches of South East Queensland. If he’s not somewhere between D'Aguilar and Kondalilla National Parks, it’s likely you’ll find him getting ready to have friends around to share a feast cooked up on his 3 barbecues.