"I take a holistic approach to wealth management by assisting clients with portfolio management, superannuation advice as well as retirement and succession planning."
Ralph is a CERTIFIED FINANCIAL PLANNER® who joined Morgans in 2015. Ralph works with established families, high-net-worth individuals, Self Funded Retirees as well as institutional clients to build bespoke global multi-asset portfolios. Ralph couples this with superannuation and financial planning advice to deliver holistic advice that meets the clients goals.
Services and specialities
- Superannuation Advice
- Self-Managed Super Funds
- Stockbroking
- Wealth Management
- Financial Planning
- Retirement and Estate Planning
Investment Style
Ralph believes in delivering transparent holistic advice through benchmarked portfolio management and regular communication that ensures clients have a comprehensive understanding of how our advice helps achieve their goals.
Industry Education & Experience
Qualifications
- CERTIFIED FINANCIAL PLANNER®, FPA, 2018
- Bachelor of Commerce (Corporate Finance), University of Adelaide, 2013
- Diploma of Financial Planning, KAPLAN, 2015
- Accredited Derivatives Adviser Level Two, Kaplan, 2016
- Ethics and Professional Relationships, QUT, 2020
- TASA and the TPB Code of Professional Conduct, Kaplan, 2017
Professional Associations
- Financial Advice Association of Australia (FAAA)
Approved Competencies
- Derivatives Level 1
- Derivatives Level 2
- Financial Planning
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Adelaide. My employer remunerates me as your adviser by way of salary and percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.