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Jettie Fan
BCom CA SSA™
Financial Adviser
"My core objective is to create, preserve and maximise wealth though effective financial management, and by providing well-considered and forward-looking investment advice and strategy."
Jettie is a Chartered Accountant and SMSF Specialist Advisor™. She started her career as an accountant in public practice. She joined Morgans in 2009, and worked in different areas of the business. She incorporates a wide range of knowledge and skills, supported by her financial industry qualifications. She is fluent in Mandarin.
Investment Style
Jettie provides her clients with a wide range of investment services and advice including stockbroking, financial planning and superannuation. Her investment style carefully considers her clients' risk profiles and their unique circumstances. She takes particular care in the initial analysis of a client's situation, so that correct strategies are put in place. She also encourages clients to build a sustainable investment portfolio with their superannuation.
Services and Specialties
Stockbroking
Self-Managed Super Funds
Personal Insurance
Superannuation Advice
Wealth Management
Qualifications and Professional Affiliations
Specialist Adviser Accreditation Program
Bachelor of Commerce (Accounting & Finance)
Chartered Accountant Program
Cavendish ICFS Specialist SMSF Course
Ethics and Professional Relationships
Associations
Member of the Institute of Chartered Accountants Australia & New Zealand
Specialist Member SMSF Association Australia
Competencies
ASIC Financial Advisers Register
Tax (financial) Adviser
Margin Lending
Superannuation
Life Insurance
Direct International Equities Trading Adviser
FASEA Financial Adviser Exam
Generic
Securities
Managed Investments
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
