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Saxon Kirkley
Provisional Financial Adviser (AR# 001309119) - Undertaking Professional Year. Supervisor: Kerrin Phipps (AR 001008824)
Saxon has completed a Bachelor of Commerce with a Major in Economics from Macquarie University and his Graduate Diploma in Financial Planning. He is currently undertaking his Professional Year and collaborates with all advisors in the Sunshine Coast Office, providing administrative and paraplanning support. Saxon has been employed with Morgans since July 2022, with prior experience in the Wealth Management sector at Westpac, namely BT.
Investment Style
Services and Specialties
No items found.
Qualifications and Professional Affiliations
Graduate Diploma in Financial Planning
Bachelor of Commerce
Associations
No items found.
Competencies
Generic
Financial Planning
Securities
Managed Investments
Superannuation
