Morgan has worked in the financial services industry since 2010, holding advisory and management roles across both boutique practices and larger institutions.

He brings extensive technical expertise in investments and superannuation, with a particular emphasis on strategic Life Insurance solutions and applications and plays a key role in delivering tailored, high-quality financial solutions to our clients.

Known for his collaborative approach, Morgan works closely with our team to ensure each client receives thoughtful and effective advice suited to their individual needs.

Outside of work, Morgan enjoys spending time with his growing family, following the drama and excitement of Formula 1 and has a keen interest in Japanese language and culture, which he has explored through travel and study.

He is fluent in Japanese and values the global perspective it brings to his personal and professional life.