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John Lindsay
CFP®
Adviser
I aim to provide clients with plain English, solution driven comprehensive advice which encompasses the client’s total position, structure, needs and objectives.
John commenced his career in Financial Services in 1987, and has gained valuable knowledge and experience across the broader market in the areas of Investment Planning, Portfolio construction and Superannuation. He is a current Practicing member of the Financial Advice Association of Australia and is a Certified Financial Planner.
Investment Style
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.
Services and Specialties
Investment Advice
Portfolio Administration
Stockbroking
Financial Planning
Self-Managed Super Funds
Superannuation Advice
Qualifications and Professional Affiliations
CERTIFIED FINANCIAL PLANNER®
Graduate Certificate in Financial Planning
Ethics and Professionalism
Diploma of Financial Planning
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Financial Advice Association of Australia (FAAA)
Competencies
Securities
Financial Planning
Managed Investments
Superannuation
Margin Lending
Life Insurance
Generic
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of salary. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
