Stockbroking | Wealth Management | Corporate Advice

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John Lindsay

John Lindsay

Authorised Representative: 245004

Director of Managed Branches

Industry Experience

Since joining the financial services industry in 1987, John has held a number of senior positions with national Funds Management and Financial Planning organisations. With over 25 years of experience, John has a very strong background in the establishment, growth and development of financial advisory businesses on a national level. His expertise also includes the strategic implementation of relationships with professional services firms, recruitment strategies, client value propositions and profitable advice models.

In his role as Director Managed Branches for Morgans, John is part of the team that delivers the full suite of services to the Morgans network across Australia. In addition, John is the Responsible Manager for the Morgans Financial Planning AFSL, a Certified Financial Planner and a member of the Compliance Committee. Morgans Financial has over 500 Authorised Representatives spread across 59 offices representing a diverse range of business models, from stockbroking and wealth management to comprehensive financial planning.

ASIC Approved Competencies

  • Securities
  • Managed Investments
  • Financial Planning
  • Superannuation
  • Life Insurance
  • Margin Lending