Morgan started with CFB in 2016 having previously worked within the financial services industry. Morgan brings a wealth of enthusiasm and professionalism to all of his work here at CFB.
- Diploma of Financial Planning – Kaplan Professional Education
WHEN did you start with CFB?
I started with CFB in October 2016!
WHAT are your duties at CFB?
As a paraplanner my role is to work alongside the advisers to prepare a plan customized for each individual client. My personal definition of success is when a plan provides meaningful financial help to you and your family. I am also the Excel Spreadsheet & Model Portfolio Champion!
WHAT have you done professionally that you are proud of?
One of my proudest professional moments was completing a 6 month data analysis project to determine the level of financial impact on Queensland Public hospitals caused by interstate patients.
WHAT are you passionate about outside of work?
I’m a family man at heart being a dad to two amazing kids. Most weekends I’m outside for photography or 4wd adventures. I also enjoy fishing and camping when I get the chance.