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Darren Thompson
Senior Financial Adviser
Experience | Quality | Integrity
With more than 25 years experience, Darren has worked across all areas of finance. He has extensive experience in real estate, banking, insurance, lending, stockbroking and financial planning. Darren provides advice to retail clients, small/medium business owners and wholesale/sophisticated investors.
Investment Style
One size does not fit all. Darren will spend the time to understand specifically what you wish to achieve, he will recommend a strategy using the most suitable investments and then continue to work together to achieve your original goal and any new ones along the way.
Services and Specialties
Financial Planning
Retirement and Estate Planning
Superannuation Advice
Stockbroking
Self-Managed Super Funds
Investment Advice
Qualifications and Professional Affiliations
Diploma of Financial Services (Financial Planning)
Ethics and Professional Relationships
Self Managed Superannuation Funds
Advanced Diploma of Financial Services (Financial Planning)
Margin Lending Accreditation Program
Masters of Business (Management)
Associations
No items found.
Competencies
ASIC Financial Advisers Register
Direct International Equities Trading Adviser
Generic
Margin Lending
Superannuation
FASEA Financial Adviser Exam
Life Insurance
Securities
Managed Investments
Financial Planning
Tax (financial) Adviser
I am employed by Southern Private Wealth Pty Ltd which operates the business of Morgans Financial Limited - Cronulla. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Southern Private Wealth Pty Ltd, I may be entitled to a share of profits.
General Advice Warning: This information is of a general nature only. Any advice included in this email has been prepared without taking into account an individual’s objectives or financial situation. You should consider the appropriateness and obtain specific advice before acting.
