"I use my investment experience to maximise my client's long-term wealth so they can do the things they would prefer to be doing."
Justin started working in the finance industry in 1994. Justin uses his experience gained in equities, foreign exchange, bonds and options to tailor and actively manage his client's portfolios.
Services and specialities
- Wealth Management
- Self Managed Super Funds
- Superannuation Advice
Justin knows how hard it can be to manage and keep abreast of your financial affairs. Justin offers his decades of expertise to tailor and actively manage your portfolio as if it was his own. Justin's goal is to free you up to do more of what you would like to do.
Industry Education & Experience
- Bachelor of Economics, Macquarie University, 1993
- Diploma of Social Sciences (PPE), Oxford University, 1998
- Ethics and Professional Relationships, QUT, 2020
- Member of Stockbrokers and Investment Advisers Association (MeSIAA)
- Tax (Financial) Adviser
I am employed by SPW Wealth Advisors Pty Ltd which operate the business of Morgans Financial Ltd - Balmain. My employer remunerates me as your adviser by way of Salary & Commission. As a shareholder, I may be entitled to a share of profits.
- Derivatives Level 1
- Derivatives Level 2
- Financial Planning
- Managed Investments
- Margin Lending