Morgan Collins

Morgan Collins Email and Phone Number

Principal Financial Adviser at Lane Financial @ Lane Financial Services
Morgan Collins's Location
Greater Melbourne Area, Australia
About Morgan Collins

No one is good at everything. As much as you may be in command of your own job, chances are your personal finances are taking a back seat.I work with Daniel Lane the Director of Lane Financial to develop strategies for you to take control of your future. I love my job, it gives me enormous satisfaction helping others to achieve their financial goals in life. Our specialty is providing holistic advice to those who may not be able to afford the best advice out there. We provide comprehensive strategic advice including a private wealth offering that's typically only available to high net worth people.In short, it's my job to put complex scenarios into words you can understand. That's my passion. Email me at morgan@lanefinancial to see what we have to offer

Morgan Collins's Current Company Details
Lane Financial Services

Lane Financial Services

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Principal Financial Adviser at Lane Financial
Morgan Collins Work Experience Details
  • Lane Financial Services
    Principal Financial Adviser
    Lane Financial Services Jul 2023 - Present
    The Basin, Victoria, Australia
  • Lane Financial
    Senior Financial Adviser
    Lane Financial Feb 2018 - Sep 2023
    The Basin, Victoria
  • Lane Financial
    Senior Financial Adviser
    Lane Financial Feb 2018 - Sep 2023
    The Basin, Victoria, Australia
  • Whittle & Skok
    Financial Advisor
    Whittle & Skok Mar 2017 - Feb 2018
    Kew, Victoria, Australia
  • Frontier Financial Group
    Financial Advisor And Compliance Advisor
    Frontier Financial Group Sep 2016 - Apr 2017
    Melbourne, Australia
  • Frontier Financial Group
    Paraplanner
    Frontier Financial Group Feb 2015 - Sep 2016
    Implementing statement of Advice Strategies including investment, retirement, risk and novated leasing.Retirement and wealth creation strategies. Self Managed Super Fund creation and implementation. Comprehensive Risk Management and Superannuation strategies.
  • Deakin University
    Student
    Deakin University Jun 2013 - Jun 2015
    Commerce Student, majoring in Finance and Financial Planning
  • Woolworths Limited
    Longlife Team Manager
    Woolworths Limited Jan 2012 - Jun 2013
    Manage a team of 30, manage budgets and planning to budgets. Manage inventory and promotional ordering. Compliance, food safety, networking with stakeholders.
  • Woolworths Limited
    Inventory Team Manager
    Woolworths Limited Sep 2010 - Jan 2012
    Managing the quality and accuracy of the perpetual inventory. Invoicing, storeroom organisation.

Morgan Collins Skills

Microsoft Word Customer Service Powerpoint English Windows Research Outlook Photoshop Public Speaking Strategic Planning Budgets Negotiation Editing Time Management Retail Teamwork Team Leadership

Morgan Collins Education Details

Frequently Asked Questions about Morgan Collins

What company does Morgan Collins work for?

Morgan Collins works for Lane Financial Services

What is Morgan Collins's role at the current company?

Morgan Collins's current role is Principal Financial Adviser at Lane Financial.

What schools did Morgan Collins attend?

Morgan Collins attended Deakin University, Padua College Kedron, Queensland.

What skills is Morgan Collins known for?

Morgan Collins has skills like Microsoft Word, Customer Service, Powerpoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation.

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