Bruce has been in the financial planning industry for over 32 years in a career that originated in his home town of Townsville. Bruce holds a Diploma of Financial Planning from Deakin University.
He is responsible for providing and implementing all of the strategic investment, superannuation and insurance advice in the firm and prides himself on forming long and meaningful relationships with his clients many of which have been with him throughout his career.
Bruce likes to balance life with many social activities including gym, walking, tennis, golf and the appreciation of good Australian red wines.
Morgan is an experienced professional in the financial services industry having worked across multiple disciplines since 2008.
He has gained extensive experience within the investment, superannuation and insurance industry and has proven to be a valuable resource to the firm at both a technical and client relationship building level.
Morgans’ primary role within the firm as Paraplanner is the generation of financial plans and financial modelling projections as well as researching a wide range of investment, superannuation and insurance products.
Away from the office, Morgan enjoys spending time with family, playing indoor soccer and being creative with his passion for photography.