Jason Coffey

Jason has over 20 years' experience in the financial services industry, previously working as a director with JBWere. He joined the management company operating the Hawthorn office of Morgans in 2010 as an adviser and branch principal.

Investment Style

Jason provides wealth management advice to individuals, not-for-profits, and boutique financial institutions. Jason tailors advice to meet specific client goals and outcomes. Jason offers personalised portfolio management and advice on investment selection (including shares, property, fixed income and cash). Strategic financial planning advice incorporates tax planning, personal insurance, superannuation, retirement and estate planning.

Services and Specialties

Stockbroking

Wealth Management

Superannuation Advice

Retirement and Estate Planning

Personal Insurance

Fixed Interest and Cash Management

Industry Experience

Sectors Covered

Jason Coffey's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Bachelor of Commerce

Graduate Diploma of Applied Finance & Investment

Associations

Fellow of the Financial Services Institute of Australasia

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Derivatives Level 1

Financial Planning

Generic

Life Insurance

Managed Investments

Margin Lending

Securities

Superannuation

I am a partner of Managing Wealth Pty Ltd which operates the business of Morgans Financial Limited - Hawthorn. My employer remunerates me by way of percentage of fees. As a shareholder of Managing Wealth Pty Ltd, I may be entitled to a share of profits. As a Partner of Managing Wealth Pty Ltd, I will be entitled to a share of profits.

I am a Principal of Managing Wealth Pty Ltd which operates the business of Morgans Financial Limited - Hawthorn. As a principal, I may be entitled to a share of profits.