"I aim to understand our clients' individual needs and work closely with them to meet their financial objectives"
Jayden has been employed in the finance industry since 2017, joining Morgans in mid-2017 as a Private Client Adviser after gaining experience at one of the Big 4 banks. Jayden holds a Bachelor of Commerce from the University of Canberra and aims to understand individual clients and work with them to achieve their financial objectives.
Services and specialities
- Margin Lending and Gearing Strategies
- Philanthropic Services
- Portfolio Administration
- Stockbroking
Investment Style
Working closely with a team of advisers, Jayden's role is to assist the team of Investment Advisers in portfolio construction, implementation and maintenance. Jayden's academic experience partnered with his passion for the financial markets provide a strong base to assist clients achieve their financial goals and objectives.
Industry Education & Experience
Qualifications
- Bachelor of Commerce (Financial Planning), University of Canberra, 2017
- Ethics and Professionalism in Financial Advice, Kaplan, 2020
Approved Competencies
- Derivatives Level 1
- Financial Planning
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Morgans Canberra Partnership which operates the business of Morgans Financial Limited - Canberra. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.