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Jackie Liu
AFP® GDFP BFin (Int)
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Financial Adviser
Driven by a deep passion for helping others achieve financial freedom, I am dedicated to forging lasting partnerships. Together, we'll create a future where dreams become reality through strategic planning and unwavering support.
Jackie has worked in the finance industry since 2010. With a distinguished background in the private banking sector, Jackie leverages her experience and analytical skills to deliver top-notch financial guidance to her clients.
Investment Style
Jackie seeks out companies with solid fundamentals, durable competitive advantages, and a history of generating consistent earnings. By conducting thorough research and analysis, she identifies investment opportunities that align with her clients' objectives. With a patient and disciplined approach, Jackie emphasises the importance of risk management and the power of compounding over time. Jackie strives to deliver sustainable returns and build lasting wealth for her clients.
Services and Specialties
Fixed Interest and Cash Management
Superannuation Advice
Retirement and Estate Planning
Investment Advice
Wealth Management
Financial Planning
Qualifications and Professional Affiliations
Bachelor of Finance (International)
Graduate Diploma of Financial Planning
Diploma of Finanacial Planning
Associations
Financial Advice Association Australia
Competencies
Generic
Financial Planning
Superannuation
Securities
Managed Investments
I am employed by Thornpac Pty Ltd which operates the business of Morgans Financial Limited - Norwood. My employer remunerates me by way of salary.
