Managing Partner - Smsf Specialist Advisor™ (Ssa)
CurrentI'm a managing partner of Morgans Gosford. As a qualified financial planner for the past 13 years, I have helped 100's of senior professionals to take control of their super and implement strategies to grow their wealth and protect their lifestyles. Morgans Ltd is recognised as Australia's largest national full service stockbroking and wealth management firm with over 300,000 clients and $46b in funds under advice.We have over 500 experienced and qualified advisers available across 57 offices in all states and territories.We are Australia's leading small and mid cap corporate finance provider and focus on long term Clint relationships.Our comprehensive range of financial solutions and tailored advice to meet the needs of individuals, families and companies include:Full Service StockbrokingFinancial Planning Retirement PlanningSuperannuation including Self Managed Superannuation FundsPortfolio Administration Portfolio Reviews Portfolio Construction Life Insurance inc Income Protection, TPD & TraumaFixed Interest & Cash Management Redundancy Advice Margin Lending Floats & IPO’sTo learn more about controlling your super and wealth creation strategies through share investment please contact us on 02 4325 0884 or visit our website www.morgans.com.au/gosford