Morgan Wass
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Morgan Wass is an ASIC-registered financial adviser based in Brisbane City, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With qualifications in Financial Services (Financial Planning) obtained from Mentor Education Group in 2010, and further specialized knowledge in Self Managed Superannuation Funds acquired in 2014, Morgan brings a wealth of expertise to every client interaction. As an authorised financial adviser, Morgan can provide advice on a broad range of financial products, including superannuation, insurance, and wealth management solutions. Whether you're planning for retirement, seeking to protect your assets, or aiming to grow your wealth, Morgan is equipped to provide strategic guidance and support. Key services include: • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning • Investment Advice • Life Risk Insurance Morgan is committed to providing clear, practical advice, ensuring clients feel confident and informed every step of the way. If you're looking for a trusted financial adviser to help you navigate the complexities of the financial landscape, reach out to Morgan Wass today for a consultation.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Morgan Wass offer?
Morgan Wass provides advice on superannuation, insurance, wealth management, retirement planning, and investments, including life insurance, securities, and government debt securities.
What qualifications does Morgan Wass have?
Morgan Wass holds qualifications in Financial Services (Financial Planning) from Mentor Education Group (2010) and Self Managed Superannuation Funds from Mentor Education Group (2014).
How can Morgan Wass help me with retirement planning?
Morgan can assist you in developing a comprehensive retirement plan tailored to your individual needs and goals, including advice on superannuation, investments, and retirement savings accounts.
What is the process of working with Morgan Wass?
The process typically begins with an initial consultation to understand your financial situation and goals. Morgan will then develop a tailored financial plan, implement the plan, and provide ongoing reviews and support.
What should I expect during my first meeting with Morgan Wass?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any specific concerns you may have. Morgan will explain their approach and how they can help you achieve your objectives.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.