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Jarred Brooks
SMSF Specialist Advisor™ BCom MFinPlan GradDipFinPlan
Private Client Adviser
Wealth creation and financial protection is developed through investment in quality assets.
As a private client adviser at Morgans, Jarred looks to build strong long term relationships with clients so he can provide the most comprehensive advice possible across all areas of financial planning and investments.
Investment Style
Jarred endeavours to provide detailed portfolio management and investment advice, tailored to clients goals, personal experience and risk profile. He strongly believes in the benefits of good quality investments within a diversified portfolio, and focuses on capital preservation and ongoing risk management over the medium to long term, while being ready to take advantage of short term market trends. Jarred also has a particular interest in providing direct equity advice to Self Managed Superannuation Funds.
Services and Specialties
Wealth Management
Portfolio Administration
Retirement and Estate Planning
Self-Managed Super Funds
Fixed Interest and Cash Management
Stockbroking
Qualifications and Professional Affiliations
Master of Financial Planning
Graduate Diploma of Financial Planning
Bachelor of Commerce (Accounting, Banking & Finance)
SMSF Specialist Adviser™
Core 1 Securities & Managed Investments Accreditation Program
Associations
Affiliate Member of the Financial Planning Association of Australia
Associate Member of the SMSF Association
Competencies
Life Insurance
Managed Investments
Superannuation
Generic
Margin Lending
Securities
Financial Planning
Derivatives Level 1
I am employed by VCA Finance Pty Ltd which operates the business of Morgans Financial Limited - Brisbane North Quay. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
