Wayne Morgan Email and Phone Number
Wayne Morgan work email
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Wayne Morgan personal email
Following a successful career in General Management roles in the legal profession, Wayne spent the last 20 years in Wealth Management for high net worth individuals, establishing Morgan Wealth Management Group in 2002.Wayne is a Fellow of the Financial Services Institute of Australasia and a member of the Financial Planning Association, and the SMSF Association. He is also a member of the Australian Institute of International Affairs and a patron of the Melbourne Symphony Orchestra.Wayne holds a Bachelor of Science with First Class Honours from the University of Melbourne and a Graduate Diploma of Applied Finance and Investment from the Financial Services Institute of Australasia.Before establishing Morgan Wealth Management Group, Wayne had extensive financial management experience as General Manager of some of Melbourne’s pre-eminent law firms. He now provides a broad range of financial and investment advice to professionals, senior managers, business owners, and retirees throughout Australia. Morgan Wealth's major focus is producing superior investment returns for clients, while at the same time maintaining acceptable levels of investment risk to their investment portfolios. The firm has an extensive network of other professionals including outstanding lawyers and taxation advisers, to whom clients may be referred.Wayne's particular interests are in: Tax effective wealth creation strategies Wealth optimisation strategies for Self-Managed Superannuation Funds Private Funds management Estate planning and inter-generational wealth transfer Risk management and wealth protectionEmail: wayne.morgan@morganwealth.com.au
Morgan Wealth Management Group
View- Website:
- morganwealth.com.au
- Employees:
- 6
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Ceo And Managing DirectorMorgan Wealth Management Group Jan 2003 - PresentAustraliaMorgan Wealth Management Group was established to provide results-oriented financial and investment advice to professionals, senior executives, business owners, and other high net worth individuals.The Morgan Wealth Management Group understands the particular needs of individuals with demanding professional and business lives. Clients of the firm are located across Australia. Through our website www.morganwealth.com.au, we provide clients with 24/7 online access to their portfolios whether from their offices, homes, or abroad. Morgan Wealth Management Group advisors meet with clients regularly online or face to face as their circumstances demand, focusing on investment performance, risk management, and tax efficacy.In his role as Managing Director, Wayne ensures the highest professional standards from all staff, and the on-going delivery of market leading investment returns and service to all clients of the firm. -
Senior Financial AdvisorSai Financial Services 1996 - 2002Financial and Investment Advisor to high income and high net worth individuals advising them in all aspects of their financial and investment requirements.
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General ManagerGadens Lawyers 1992 - 1996Melbourne, Australia -
General ManagerPhilips Fox (Now Dla Piper) 1986 - 1992Melbourne, Australia -
General ManagerCorrs Pavey Whitng & Byrne (Now Corrs Chambers Westgarth) 1982 - 1985Melbourne, Australia
Wayne Morgan Skills
Wayne Morgan Education Details
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First Class Honours, Equal First Place In Biochemistry -
Securities Institute Of AustraliaSecurities
Frequently Asked Questions about Wayne Morgan
What company does Wayne Morgan work for?
Wayne Morgan works for Morgan Wealth Management Group
What is Wayne Morgan's role at the current company?
Wayne Morgan's current role is CEO and Principal Wealth Advisor at Morgan Wealth Management Group - Personal Fund Managers and Financial Advisors.
What is Wayne Morgan's email address?
Wayne Morgan's email address is wa****@****.com.au
What schools did Wayne Morgan attend?
Wayne Morgan attended University Of Melbourne, Securities Institute Of Australia.
What are some of Wayne Morgan's interests?
Wayne Morgan has interest in Economic Empowerment, Risk Management, Environment, Taxation, Education, Autobiographies, Poverty Alleviation, Music, Science And Technology, Visual Arts.
What skills is Wayne Morgan known for?
Wayne Morgan has skills like Investments, Wealth Management, Financial Services, Portfolio Management, Financial Advisory, Investment Strategies, Equities, Asset Management, Finance, Estate Planning, Wealth, Financial Planning.
Who are Wayne Morgan's colleagues?
Wayne Morgan's colleagues are Penny Morgan, Joao Costa Pereira, John Graham.
Not the Wayne Morgan you were looking for?
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1anu.edu.au
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Wayne Morgan
Director, Election Support Services - Delivering Operational Excellence For Major Election Events.Greater Sydney Area2gmail.com, gmail.com -
Wayne Morgan
Brisbane, Qld -
Wayne Morgan
Brisbane, Qld
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