Jackson Rampant
BCom
Private Client Adviser
I aim to empower clients to make informed and astute decisions in order to achieve their financial goals.
Jackson joined Morgans in 2021 with five years working in accounting and finance. He has experience providing a diverse range of professional services, including wealth management, stockbroking, portfolio administration and accounting. He holds a Bachelor of Commerce from the University of Newcastle.
Investment Style
Jackson's focus is on implementing strategies that facilitate long-term wealth creation. He works to deliver tailored investments plans incorporating client's needs and objectives in line with their respective risk profiles.
Services and Specialties
Portfolio Administration
Stockbroking
Investment Advice
Wealth Management
Superannuation Advice
Financial Planning
Qualifications and Professional Affiliations
Diploma of Financial Planning
Bachelor of Commerce (Accounting Honours)
Graduate Diploma of Financial Planning
Ethics and Professionalism in Financial Advice
Associations
Associate Member of the SMSF Association
Competencies
Managed Investments
Securities
Superannuation
Financial Planning
Life Insurance
Generic
I am employed by Cranium Financial Pty Ltd which operates the business of Morgans Financial Limited - Newcastle. My employer remunerates me by way of salary.
