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Jayden Pollard
BCom(FP)
Private Client Adviser
I aim to understand our clients' individual needs and work closely with them to meet their financial objectives
Jayden has been employed in the finance industry since 2017, joining Morgans in mid-2017 as a Private Client Adviser after gaining experience at one of the Big 4 banks. Jayden holds a Bachelor of Commerce from the University of Canberra and aims to understand individual clients and work with them to achieve their financial objectives.
Investment Style
Working closely with a team of advisers, Jayden's role is to assist the team of Investment Advisers in portfolio construction, implementation and maintenance. Jayden's academic experience partnered with his passion for the financial markets provide a strong base to assist clients achieve their financial goals and objectives.
Services and Specialties
Stockbroking
Philanthropic Services
Portfolio Administration
Margin Lending and Gearing Strategies
Qualifications and Professional Affiliations
Bachelor of Commerce (Financial Planning)
Ethics and Professionalism in Financial Advice
Associations
No items found.
Competencies
Financial Planning
Securities
Derivatives Level 1
Managed Investments
Generic
Margin Lending
Superannuation
I am employed by Morgans Canberra Partnership which operates the business of Morgans Financial Limited - Canberra. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
