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Jack Mullins
Private Client Adviser
I believe in creating long-term partnerships with my clients. My singular goal is long-term wealth creation, preservation and utilisation for clients through effective financial management.
Jack joined Morgans in 2010 and worked in the Brisbane Operations and YESS teams before transferring to Sydney in 2016 as an Associate Adviser, where he gained extensive experience in equities investments, portfolio management and corporate actions. Jack returned to Brisbane in 2019 where he continues to service and build his client base.
Jack specialises in giving investment advice to both retail and sophisticated clients, focusing on Australian and International equities.
Investment Style
Jack combines macro economic and fundamental analysis to give a down-to-earth, common-sense approach to investing. Jack offers a range of bespoke investment solutions including active stock picking, asset allocation and long-term portfolio management.
Services and Specialties
Philanthropic Services
Wealth Management
Stockbroking
Portfolio Administration
Qualifications and Professional Affiliations
Core 1 Securities & Managed Investments Accreditation Program
Associations
No items found.
Competencies
Managed Investments
Generic
Securities
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
