Wayne Morgan

Wayne Morgan Email and Phone Number

CEO and Principal Wealth Advisor at Morgan Wealth Management Group - Personal Fund Managers and Financial Advisors @ Morgan Wealth Management Group
australia
Wayne Morgan's Location
Greater Melbourne Area, Australia
Wayne Morgan's Contact Details

Wayne Morgan work email

Wayne Morgan personal email

n/a
About Wayne Morgan

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

Wayne Morgan's Current Company Details
Morgan Wealth Management Group

Morgan Wealth Management Group

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CEO and Principal Wealth Advisor at Morgan Wealth Management Group - Personal Fund Managers and Financial Advisors
australia
Employees:
6
Wayne Morgan Work Experience Details
  • Morgan Wealth Management Group
    Ceo And Managing Director
    Morgan Wealth Management Group Jan 2003 - Present
    Australia
    Morgan 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.
  • Sai Financial Services
    Senior Financial Advisor
    Sai Financial Services 1996 - 2002
    Financial and Investment Advisor to high income and high net worth individuals advising them in all aspects of their financial and investment requirements.
  • Gadens Lawyers
    General Manager
    Gadens Lawyers 1992 - 1996
    Melbourne, Australia
  • Philips Fox (Now Dla Piper)
    General Manager
    Philips Fox (Now Dla Piper) 1986 - 1992
    Melbourne, Australia
  • Corrs Pavey Whitng & Byrne (Now Corrs Chambers Westgarth)
    General Manager
    Corrs Pavey Whitng & Byrne (Now Corrs Chambers Westgarth) 1982 - 1985
    Melbourne, Australia

Wayne Morgan Skills

Investments Wealth Management Financial Services Portfolio Management Financial Advisory Investment Strategies Equities Asset Management Finance Estate Planning Wealth Financial Planning Risk Management Investment Management Superannuation Retirement Planning Executive Management Small Business Financial Modeling Retirement Securities Investment Advisory Mutual Funds Financial Planners Funding Tax Private Equity Strategic Financial Planning High Net Worth Individuals Pensions Smsf Dynamic Asset Allocation Capital Markets Wealth Management Services Asset Allocation Financial Markets Venture Capital Options Asset Managment Valuation Alternative Investments Financial Structuring Capital Hedge Funds Tax Adviser

Wayne Morgan Education Details

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.

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