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Jason Turnbull
BCom FFin CFP®
Senior Investment Adviser
I appreciate the trust that clients place in me to provide them with sound and objective financial advice that assists them to enjoy the lifestyle they desire.
Jason has worked as a financial adviser since 1997, at independent financial planning businesses in Adelaide and Sydney, before joining Goldman Sachs JBWere in 2004. Prior to joining Morgans, Jason spent over 11 years at Macquarie Wealth Management.
Investment Style
Jason focuses on medium to long-term portfolio construction, through close relationships with clients who seek an objective view of financial markets, combined with detailed consideration of their affairs and careful management of their investments. Jason's advice extends to individuals, family groups and not-for-profit clients across the range of investment structures and asset classes.
Services and Specialties
Financial Planning
Superannuation Advice
Stockbroking
Wealth Management
Self-Managed Super Funds
Fixed Interest and Cash Management
Qualifications and Professional Affiliations
Graduate Diploma of Financial Planning
Diploma of Finanacial Planning
Ethics and Professional Relationships
Bachelor of Commerce
CFP Education Program
Associations
Fellow of Financial Services Institute of Australasia
Competencies
Securities
Derivatives Level 1
Margin Lending
Generic
Managed Investments
Financial Planning
Superannuation
I am a partner of Exchange Place Investments Pty Ltd. which operates the business of Morgans Financial Limited - Exchange Place. My employer remunerates me by way of salary. As a shareholder of Exchange Place Investments Pty Ltd., I may be entitled to a share of profits. As a Partner of Exchange Place Investments Pty Ltd., I will be entitled to a share of profits.
