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Justin Wynne
Senior Investment Adviser
Long term wealth creation and preservation is my goal. Investing across multiple asset classes with a global perspective, my approach is typically conservative and tailored to investors needs.
Before joining Morgans, Justin held a variety of management positions within Commsec, Australia's largest Online broker, with direct responsibility for managing the international and Derivative markets business. Justin has presented to thousands of Australians around the country on financial markets and investment strategies.
Investment Style
Justin draws on his experience to provide advice on a broad range of asset classes including Australian and International shares, fixed interest, derivatives, managed funds and listed investments structures. Ensuring that a client fully understands the risks involved is core to the investment process.
Services and Specialties
Portfolio Administration
Investment Advice
Margin Lending and Gearing Strategies
Wealth Management
Fixed Interest and Cash Management
Qualifications and Professional Affiliations
ASX Accredited Derivatives Adviser Level Two
Bachelor of Applied Finance
Masters of Applied Finance
Graduate Certificate in Financial Planning
Ethics and Professional Relationships
Bachelor of Commerce in Accounting
SDIA Accrediation Program
Associations
No items found.
Competencies
Generic
Direct International Equities Trading Adviser
FASEA Financial Adviser Exam
Derivatives Level 1
Margin Lending
Tax (financial) Adviser
Derivatives Level 2
Superannuation
Derivatives Level 3
ASIC Financial Advisers Register
Managed Investments
Securities
I am employed by Morgans Financial Planning Pty Limited, which has a consultancy arrangement with Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Sydney - Retail Equities. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
