"There's many ways to plan and invest for your future. The best are based on exceptional knowledge, complete transparency, proactive support and of course, your say."
Jarrod is a Senior Investment Adviser who has been with Morgans since 2004. He has a diverse industrial background having worked for several multinational companies and the Royal Australian Navy before moving to the finance sector. A pragmatic but methodical approach to planning with a keen eye for detail is the inevitable consequence of such broad experience.
Services and specialities
- Personal Insurance
- Portfolio Administration
- Retirement and Estate Planning
- Self Managed Super Funds
- Superannuation Advice
Jarrod builds diversified portfolios that use the right combination of cash, fixed interest, property/infrastructure and shares, all using direct ASX listed securities. Coupled with proactive management, his approach is ideal for creating or sustaining financial independence, especially through Self Managed Super Funds.
Industry Education & Experience
- Bachelor of Engineering (Elec), UNSW, 1990
- Graduate Diploma of Applied Finance & Investment, Finsia, 2007
- Graduate Certificate in Financial Planning, Finsia, 2007
- Ethics and Professional Relationships, QUT, 2020
- Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
- SMSF Association
- Tax (Financial) Adviser
I am employed by JSM Investments (Aust) Pty Ltd which operates the business of Morgans Financial Limited - Sunshine Coast. My employer remunerates me as your adviser by way of percentage of fees. As a shareholder of JSM Investments (Aust) Pty Ltd, I may be entitled to a share of profits.
- Derivatives Level 1
- Financial Planning
- Life Insurance
- Managed Investments
- Margin Lending