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Jason Coffey
BCom GDipAF
Senior Adviser/ Branch Principal
"I work in partnership with you to maximise your financial opportunities, overseeing and coordinating long-range strategic financial planning and day to day investment management."
Jason has over 20 years' experience in the financial services industry, previously working as a director with JBWere. He joined the management company operating the Hawthorn office of Morgans in 2010 as an adviser and branch principal.
Investment Style
Jason provides wealth management advice to individuals, not-for-profits, and boutique financial institutions. Jason tailors advice to meet specific client goals and outcomes. Jason offers personalised portfolio management and advice on investment selection (including shares, property, fixed income and cash). Strategic financial planning advice incorporates tax planning, personal insurance, superannuation, retirement and estate planning.
Services and Specialties
Superannuation Advice
Wealth Management
Fixed Interest and Cash Management
Personal Insurance
Retirement and Estate Planning
Stockbroking
Qualifications and Professional Affiliations
Bachelor of Commerce
Diploma of Financial Planning
Graduate Diploma of Applied Finance & Investment
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Fellow of the Financial Services Institute of Australasia
Competencies
Derivatives Level 1
Generic
Life Insurance
Margin Lending
Securities
Financial Planning
Superannuation
Managed Investments
I am a partner of Managing Wealth Pty Ltd which operates the business of Morgans Financial Limited - Hawthorn. My employer remunerates me by way of percentage of fees. As a shareholder of Managing Wealth Pty Ltd, I may be entitled to a share of profits. As a Partner of Managing Wealth Pty Ltd, I will be entitled to a share of profits.
