Wayne Morgan

Background

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 protection Email: wayne.morgan@morganwealth.com.au