Morgan Caldwell - Certified Financial Planner & JP
I have been a financial advisor for over 20 years. Prior to this, I gained extensive experience in Self-Managed Superannuation and taxation as an accountant and registered tax agent.
I believe it’s important to tailor advice and strategies to your specific situation and requirements. Our client’s benefit from my experience and knowledge of the investment markets, and our wealth creation and retirement planning skills. My success is the financial security achieved by our clients.
All strategies and portfolios are specifically tailored to meet your needs, preferences and objectives. We consider long-term performance to be the most important feature of an investment program. We want to ensure you’re comfortable with your investment portfolio and McGregor & McGregor’s high level of ongoing and consistent service.
Qualifications: Bachelor of Commerce, Master Applied Finance, Master Business Administration, Certified Financial Planner and JP.
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