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Jack Deane
CA BAcct GradDipFP
Financial Adviser
I take the time to listen to my client's goals and financial objectives. I ensure they are comfortable and understand how their investment choices can attain the financial success they are aspiring to achieve.
Jack joined Morgans in January of 2019. Before joining Morgans, Jack worked in a Financial Services firm as a Chartered Accountant, primarily in the areas of audit and assurance. Jack enjoys working with his clients to build long-term wealth by constructing solid, well-diversified portfolios tailored to their personal needs and goals.
Investment Style
Jack puts great importance on building and maintaining long-term relationships with his clients. This allows him to gain a thorough understanding of his client's goals, financial objectives, risk profile and investment priorities. Jack aims to provide considered advice ensuring his clients understand the risks and rewards with investing to achieve their financials objectives and goals.
Services and Specialties
Wealth Management
Stockbroking
Portfolio Administration
Fixed Interest and Cash Management
Qualifications and Professional Affiliations
Graduate Diploma of Chartered Accounting
Graduate Diploma of Financial Planning
Bachelor of Accounting
Ethics and Professionalism in Financial Advice
Associations
Tax Agent - Tax (financial) Advice Services (TPB)
Chartered Accountants Australia and New Zealand (CA)
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Managed Investments
Generic
Derivatives Level 1
Superannuation
Financial Planning
Securities
ASIC Financial Advisers Register
Tax Agent - Tax (financial) advice services
FASEA Financial Adviser Exam
I am employed by KJB Enterprises Pty Ltd which operates the business of Morgans Financial Limited - Bundaberg. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
