"I take a holistic approach to financial planning by considering wealth creation, retirement planning, wealth protection, portfolio management and estate planning to assist you in meeting your goals."
Cheyne commenced in the financial services industry with Morgans in 2008 and has held various roles in both stockbroking and financial planning offices during that time. Cheyne holds a Diploma of Financial Planning and currently provides paraplanning and advisory support as part of a team with over 50 years combined industry experience.
Services and specialities
- Financial Planning
- Personal Insurance
- Retirement and Estate Planning
- Self-Managed Super Funds
- Superannuation Advice
- Wealth Management
Investment Style
Cheyne seeks to understand the objectives of the client to tailor a comprehensive financial plan. Utilising wealth management, personal insurance, superannuation and estate planning in a holistic manner, Cheyne helps clients achieve their goals and secure the financial future of the client.
Industry Education & Experience
Qualifications
- Diploma of Financial Planning, Kaplan, 2013
- Graduate Diploma of Financial Planning, Kaplan, 2023
- FPC002B Ethics and Professionalism in Financial Advice, Kaplan, 2020
- FPC006 Tax and Commercial Law for Financial Planning, Kaplan, 2021
- FPC001B Economic and Legal Context for Financial Planning, Kaplan, 2019
Approved Competencies
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Martin Bros Australia Ltd which is a service entity to Managing Wealth Pty Ltd, the entity which owns and operates the Morgans Financial Limited - Hawthorn office. My employer remunerates me as your adviser by way of salary. I am eligible to participate in a bonus scheme depending upon performance.