Morgan Jones
Financial Adviser
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About
Morgan Jones is an ASIC-registered financial adviser dedicated to helping individuals and families in Cawdor, NSW, achieve their financial goals. With over two decades of experience in the financial services industry, Morgan combines extensive knowledge with a personalised approach to deliver tailored advice. Morgan holds a Diploma of Financial Planning from the FPA (1998), completed Insurance Planning: Principles & Applications at the Independent Centre of Financial Planning (1999), earned an Advanced Financial Diploma from the International Institute of Technology (2020), and specialised in Self Managed Superannuation Funds through Kaplan (2020). This comprehensive education ensures Morgan provides well-informed and up-to-date guidance. As an authorised financial adviser, Morgan can provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Morgan is committed to building long-term relationships with clients, offering ongoing support and adjustments to their financial plans as their circumstances evolve. Key services include: • Superannuation advice • Insurance planning • Wealth management strategies • Retirement planning • Investment guidance Ready to take control of your financial future? Contact Morgan Jones today for a consultation.
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Frequently Asked Questions
What types of financial advice does Morgan Jones offer?
Morgan Jones provides advice on superannuation, insurance, wealth management, retirement planning, and investments, including investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities. Morgan can help you create a comprehensive financial plan tailored to your specific needs.
What are Morgan Jones' qualifications?
Morgan Jones holds a Diploma of Financial Planning from the FPA (1998), completed Insurance Planning: Principles & Applications at the Independent Centre of Financial Planning (1999), earned an Advanced Financial Diploma from the International Institute of Technology (2020), and specialised in Self Managed Superannuation Funds through Kaplan (2020).
How does the financial planning process work with Morgan Jones?
The process typically starts with an initial consultation to understand your financial situation, goals, and risk tolerance. Morgan will then develop a personalised financial plan, present it to you for review, and implement the plan upon your approval. Regular reviews and adjustments are conducted to ensure the plan remains aligned with your evolving needs.
What can I expect from a consultation with Morgan Jones?
During a consultation with Morgan Jones, you can expect a thorough discussion of your financial goals, a clear explanation of available options, and a collaborative approach to developing a financial plan that suits your individual circumstances. There's no pressure, just professional guidance.
How can Morgan Jones help me with my superannuation?
Morgan Jones can provide expert advice on all aspects of superannuation, including choosing the right fund, consolidating multiple accounts, optimising contributions, and planning for retirement income. Morgan can also advise on Self-Managed Superannuation Funds (SMSFs).
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