Jackson Loong
Financial Advisor
I believe in being your financial partner to assist you through your life's journey. I develop concise actionable plans to protect and build wealth to attain your personal desired goals.
Jackson is a Financial Planner with over two decades of experience helping Australians successfully retire with confidence and clarity. He helps his clients develop strategic financial plans including tax minimisation and wealth management while supporting their families and securing their retirement.
Investment Style
Jackson works closely together with clients in constructing long-term investment portfolios. By understanding their needs and analysing trends along with global impacts, portfolios are strategically developed with forwarding thinking views while using diversified income and growth assets.
Services and Specialties
Investment Advice
Financial Planning
Retirement and Estate Planning
Superannuation Advice
Self-Managed Super Funds
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Graduate Diploma of Financial Planning
Associations
No items found.
Competencies
Financial Planning
Superannuation
Securities
Generic
Managed Investments
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Sydney. My employer remunerates me by way of salary and percentage of fees.
I am an employee of Morgans Wealth Partners Pty Limited, which is a Corporate Authorised Representative of Morgans Financial Limited - Sydney. As a employee, I am remunerated by way of salary and percentage of fees.
