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Jack Stickley
CA
Investment Adviser
I prioritise developing strong, long-term relationships with my clients. This enables me to provide honest and easy to understand advice, with the goal of increasing your financial and lifestyle wellbeing.
Jack began his career as a Chartered Accountant at ASX listed Flight Centre Travel Group where he worked with global management teams on delivering sustained shareholder returns. His background in accounting and commerce has enabled him to provide a unique and tailored solution to his client’s financial needs.
Investment Style
I take time in the initial interactions to develop a thorough understanding of your financial position and goals. This enables me to develop a mutually agreed upon tolerance for risk which I then use to structure your portfolio. Bottom-up fundamental analysis is at the heart of my investment selection domestically and abroad. I enjoy the constant challenge of identifying attractively priced companies with strong economic moats.
Services and Specialties
Investment Advice
Fixed Interest and Cash Management
Wealth Management
Superannuation Advice
Stockbroking
Qualifications and Professional Affiliations
Diploma Financial Planning
Graduate Diploma of Chartered Accounting
Bachelor of Commerce (with a major in Accounting)
Associations
Chartered Accountants Australia & New Zealand
Competencies
Managed Investments
Securities
Superannuation
Generic
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
