"I believe in creating long-term partnerships with my clients. My singular goal is long-term wealth creation, preservation and utilisation for clients through effective financial management."
Jack joined Morgans in 2010 and worked in the Brisbane Operations and YESS teams before transferring to Sydney in 2016 as an Associate Adviser, where he gained extensive experience in equities investments, portfolio management and corporate actions. Jack returned to Brisbane in 2019 where he continues to service and build his client base.
Jack specialises in giving investment advice to both retail and sophisticated clients, focusing on Australian and International equities.
Services and specialities
- Philanthropic Services
- Portfolio Administration
- Stockbroking
- Wealth Management
Investment Style
Jack combines macro economic and fundamental analysis to give a down-to-earth, common-sense approach to investing. Jack offers a range of bespoke investment solutions including active stock picking, asset allocation and long-term portfolio management.
Industry Education & Experience
Qualifications
- Core 1 Securities & Managed Investments Accreditation Program, SAA, 2016
Approved Competencies
- Generic
- Managed Investments
- Securities
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me as your adviser by way of percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.