Che Durran
Private Client Adviser
I provide personalised ongoing advice to individuals and family groups to achieve their wealth management goals. I take pride in providing a close, tailored relationship over the long term.
Che has been working within financial planning practices in the Melbourne and Geelong region since 2017 gaining valuable experience. Che spends his weekends between the Queenscliff football club and local golf course and is a avid fan of the Fremantle Dockers.
Investment Style
Che has strong technical skills in investment and superannuation coupled with a well-founded client focus. Che looks to assist clients on a strategic level and invest with a long-term growth focus using a portfolio of core and satellite assets that hold value during volatile times within the market.
Services and Specialties
Financial Planning
Superannuation Advice
Wealth Management
Retirement and Estate Planning
Investment Advice
Personal Insurance
Qualifications and Professional Affiliations
Bachelor of Commerce
FPC002B Ethics and Professionalism in Financial Advice
Associations
No items found.
Competencies
Managed Investments
Generic
Securities
Superannuation
Financial Planning
Life Insurance
I am employed by Geelong Private Wealth Management Pty Ltd which operates the business of Morgans Financial Limited - Geelong. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
