Justin Wynne

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Authorised Representative: 001000581

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.

Services and specialities

  • Fixed Interest and Cash Management
  • Investment Advice
  • Margin Lending and Gearing Strategies
  • Portfolio Administration
  • Wealth Management

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.

Industry Education & Experience

Qualifications
  • Masters of Applied Finance, Kaplan, 2017
  • Bachelor of Applied Finance, Macquarie University, 2004
  • Bachelor of Commerce in Accounting, Macquarie University, 2004
  • Graduate Certificate in Financial Planning, FINSIA, 2006
  • SDIA Accrediation Program, Deakin University, 2005
  • ASX Accredited Derivatives Adviser Level Two, Tribeca, 2007
  • Ethics and Professional Relationships, QUT, 2020
Approved Competencies
  • Generic
  • Securities
  • Managed Investments
  • Margin Lending
  • Derivatives Level 1
  • Derivatives Level 2
  • Superannuation
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.