"I take a holistic approach to advising by considering wealth creation, retirement planning, wealth protection, portfolio management and estate planning to assist you in meeting your goals."
Evan commenced at Morgans in March 2022 and enjoys building and maintaining strong client relationships. He specialises in the provision of retirement planning, superannuation and investment advice.
Services and specialities
- Financial Planning
- Retirement and Estate Planning
- Stockbroking
- Superannuation Advice
- Wealth Management
- Investment Advice
Investment Style
Evan works closely with his clients to develop robust, disciplines and flexible wealth creation strategies. Evan's skills and experience enables him to provide a complete wealth management service, helping clients achieve their financial goals and objectives over the long-term.
Industry Education & Experience
Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan, 2012
- Self Managed Superannuation Funds, Kaplan, 2013
- Margin Lending and Geared Investments, Kaplan, 2010
- FPC002B Ethics and Professionalism in Financial Advice, Kaplan, 2020
- Accredited Derivatives Advisers Level 1 , Kaplan, 2010
- Bachelor of Applied Science (Human Movement and Health Studies), University of South Australia, 2008
Approved Competencies
- Generic
- Securities
- Managed Investments
- Financial Planning
- Superannuation
- Margin Lending
- Life Insurance
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Adelaide. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.