Morgan Shipp
Financial Adviser
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About
Morgan Shipp is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals through tailored and strategic advice. Morgan holds an LLB/Bachelor of Commerce from Bond University (2007) and a Professional Diploma in Stockbroking from DeakinPrime (2011). Morgan further enhanced their expertise with Ethics and Professional Relationships training from QUT in 2020. As an authorized financial adviser, Morgan provides expert guidance in superannuation, wealth management, securities, derivatives, and government debt securities. Morgan is committed to providing clear, understandable advice to help you navigate the complexities of the financial landscape. Key services include: • Superannuation advice • Wealth management • Securities trading • Derivatives trading • Government debt securities Ready to take control of your financial future? Contact Morgan today for a consultation and discover how tailored financial advice can make a difference.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Morgan Shipp provide?
Morgan Shipp specializes in superannuation advice, wealth management, securities, derivatives, and government debt securities. He can help you create a comprehensive financial plan tailored to your specific needs and goals.
What qualifications does Morgan Shipp have?
Morgan Shipp holds an LLB/Bachelor of Commerce from Bond University, a Professional Diploma in Stockbroking from DeakinPrime, and has completed Ethics and Professional Relationships training from QUT. He is also an ASIC-registered financial adviser.
How does Morgan Shipp's advisory process work?
The process starts with an initial consultation to understand your financial situation, goals, and risk tolerance. Morgan will then develop a personalized financial plan, implement the plan with your approval, and provide ongoing monitoring and adjustments as needed.
What should I expect during my first meeting with Morgan Shipp?
During your first meeting, Morgan will ask about your financial goals, current financial situation, and risk tolerance. This meeting is an opportunity for you to ask questions and determine if Morgan is the right fit for your needs. There is no obligation to proceed after the initial consultation.
Can Morgan Shipp help me with my superannuation?
Yes, Morgan provides comprehensive superannuation advice, including contribution strategies, investment options within super, and retirement planning. He can help you optimize your superannuation to achieve your retirement goals.
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