I help young professionals, business owners, families and retirees make confident, disciplined investment decisions, with a clear long term focus on growing and protecting their wealth.
Jack joined Morgans in 2010 and worked across a range of roles during his early professional career. This provided a broad foundation in financial markets and the investment process before transitioning into investment advice in 2016, which has been his primary focus since. He applies this experience to the disciplined, long-term management of client portfolios.
Jack specialises in giving investment advice to both retail and sophisticated clients, focusing on Australian and International equities.
My role is to provide clear thinking, disciplined portfolio management and perspective, helping clients stay focused on what matters and make better decisions through changing market conditions.
I work with clients who value structure and consistency in how their wealth is invested, rather than reacting to short term market noise or conflicting information.
My clients typically:
• Have built wealth through their career or business
• Want a disciplined, repeatable investment approach
• Value long term thinking over short term market reactions
• Prefer an ongoing adviser relationship built on trust and accountability
Many clients come to me feeling overwhelmed by market volatility, or uncertain whether their portfolio is genuinely aligned with their long term objectives. They want confidence that growth, income and risk are being balanced deliberately – based on fundamentals and strategy, not headlines or emotion.
I help clients apply this approach consistently over time.
Jack Mullins's previous roles have included
Qualifications and Professional Affiliations
Core 1 Securities & Managed Investments Accreditation Program
Graduate Diploma of Financial Planning
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.