Hayden Welsh
BCom(Fin), GradDipFinPlan
Investment Adviser
I deliver disciplined, client-focused investment strategies - turning market complexity into clear opportunities for sustainable, long - term wealth.
Hayden provides advice to a range of clients including established families, high-net worth individuals, self-funded retirees and not for profit organisations to deliver tailored advice that meets the clients' goals.
Investment Style
Hayden follows a disciplined, client-focused investment style, delivering transparent and holistic advice through portfolio management and regular communication, ensuring clients understand how each strategy supports their long-term financial goals.
Services and Specialties
Financial Planning
Portfolio Administration
Superannuation Advice
Stockbroking
Investment Advice
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Graduate Diploma of Financial Planning
Bachelor of Commerce (Finance)
Associations
No items found.
Competencies
Securities
Managed Investments
Generic
Financial Planning
Superannuation
I am employed by Exchange Place Investments Pty Ltd. which operates the business of Morgans Financial Limited - Adelaide - Exchange Place. My employer remunerates me by way of salary and percentage of fees.
