Evan Hurse
AFP® AdvDipFS(FP) BAppSc (HumMovmt)
Senior Financial Adviser
"I take a holistic approach to advising by considering wealth creation, retirement planning, wealth protection, portfolio management and estate planning to assist you in meeting your goals."
Evan commenced at Morgans in March 2022 and enjoys building and maintaining strong client relationships. He specialises in the provision of retirement planning, superannuation and investment advice.
Investment Style
Evan works closely with his clients to develop robust, disciplines and flexible wealth creation strategies. Evan's skills and experience enables him to provide a complete wealth management service, helping clients achieve their financial goals and objectives over the long-term.
Services and Specialties
Superannuation Advice
Wealth Management
Investment Advice
Financial Planning
Retirement and Estate Planning
Stockbroking
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Bachelor of Applied Science (Human Movement and Health Studies)
Advanced Diploma of Financial Services (Financial Planning)
Self Managed Superannuation Funds
Margin Lending and Geared Investments
FPC002B Ethics and Professionalism in Financial Advice
Accredited Derivatives Advisers Level 1
Associations
AFP Member of the Financial Planning Association (FPA)
Competencies
Life Insurance
Generic
Securities
Managed Investments
Financial Planning
Superannuation
Margin Lending
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Adelaide. 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.
