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Jack Stickley

Jack Stickley

CA
Authorised representative number: 001288557

Private Client Adviser

I work in a team that helps families, individuals, and organisations make confident financial decisions that last generations. For many of our clients, their wealth was not created overnight, so the decisions made around it should be equally considered. We provide our clients peace of mind, allowing them to focus on what matters most to them.
Jack began his career as a Chartered Accountant at ASX listed Flight Centre Travel Group where he worked with global management teams on delivering sustained shareholder returns. His background in accounting and commerce has enabled him to provide a unique and tailored solution to his client’s financial needs. Outside of work, he is actively engaged in the community and support a range of charitable causes.

Investment Style

Our work spans four key areas: Family Wealth – Taking a holistic approach to structures, succession planning, and long-term investment strategies. We ensure clients have the right network of professionals to navigate major liquidity events - such as selling a business, diversifying away from property, or receiving an inheritance. Investment Management – This is the client who already has a strong advisory network in place. Our focus then shifts to delivering thoughtful, tailored investment ideas. This includes International Shares, Domestic Shares, Private Investments, and Fixed Interest opportunities. Not-for-Profits – Supporting boards to build robust governance frameworks and set clear expectations around risk and performance. Deceased Estates – Working closely with estate lawyers to ensure the smooth distribution of assets.

Services and Specialties

Fixed Interest and Cash Management
Investment Advice
Stockbroking
Superannuation Advice
Wealth Management

Industry Experience

Sectors Covered

Jack Stickley's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Bachelor of Commerce (with a major in Accounting)
Graduate Diploma of Chartered Accounting
Diploma Financial Planning

Associations

Chartered Accountants Australia & New Zealand

Competencies

Generic
Superannuation
Securities
Managed Investments
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.