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Christian Saffioti
BEconFin, GradDipFinPlan, JP
Private Wealth Adviser
My commitment to my clients is to develop a comprehensive understanding of personal goals and objectives and aid in navigating challenges, both in life and financial markets.
Christian began as a paraplanner in 2019 with Morgans. During this time he developed a thorough appreciation and knowledge for the fundamentals behind providing holistic financial and investment advice. Christian completed a Bachelor of Economics and Finance at UoW and a Graduate Diploma of Financial Planning in 2021. Christian first became an adviser with Morgans in 2022.
Investment Style
Christian strives to employ an all encompassing view of his clients situation, generating effective and targeted wealth management strategies which ensures unique goals are effectively met. This is achieved through complete transparency, which provides his clients with absolute confidence. Christian specialises in Investment advice, Wealth Management, Margin Lending and Gearing, SMSF, Stockbroking and Financial Planning.
Services and Specialties
Financial Planning
Wealth Management
Self-Managed Super Funds
Stockbroking
Qualifications and Professional Affiliations
Margin Lending Accreditation Program
Bachelor of Economics and Finance
Graduate Diploma of Financial Planning
Associations
No items found.
Competencies
Margin Lending
Generic
Managed Investments
Superannuation
Financial Planning
Securities
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Sydney - Retail Equities. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
