Jack Stickley
CA
Investment Adviser
I prioritise developing strong, long-term relationships with my clients. This enables me to provide honest and easy to understand advice, with the goal of increasing your financial and lifestyle wellbeing.
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.
Investment Style
I take time in the initial interactions to develop a thorough understanding of your financial position and goals. This enables me to develop a mutually agreed upon tolerance for risk which I then use to structure your portfolio. Bottom-up fundamental analysis is at the heart of my investment selection domestically and abroad. I enjoy the constant challenge of identifying attractively priced companies with strong economic moats.
Services and Specialties
Fixed Interest and Cash Management
Investment Advice
Stockbroking
Superannuation Advice
Wealth Management
Industry Experience
Sectors Covered
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.
