Jean Findlay
BSc MCom(Finance) DipFP MSIAA
Private Wealth Manager
Jean believes wealth creation and preservation begins with a goals-based investment approach, taking into account your needs and objectives then providing investment strategies to meet these goals.
Jean has over 20 years' experience working in the financial services industry, commencing in financial planning then expanding those capabilities to create and preserve wealth, by tailoring strategies focused on quality listed investments.
Investment Style
Jean works closely with her clients to provide appropriate goals-based investment advice, constructing and managing portfolios using her knowledge, experience and research with a particular emphasis on quality direct investments.
Services and Specialties
Portfolio Administration
Fixed Interest and Cash Management
Superannuation Advice
Wealth Management
Stockbroking
Self-Managed Super Funds
Qualifications and Professional Affiliations
SMSF Specialist Pathway Program
Bachelor of Science
Diploma of Financial Planning
Ethics and Professional Relationships
Master of Commerce [Finance]
Associations
Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Competencies
Superannuation
Margin Lending
Financial Planning
Generic
Managed Investments
Derivatives Level 1
Life Insurance
Securities
I am employed by Reynolds Securities Pty Limited which operates the business of Morgans Financial Limited - Sydney Reynolds Securities. My employer remunerates me by way of percentage of fees.
I am employed by Gowan Brae Wealth Management Pty Limited, which has a consultancy arrangement with Reynolds Securities Pty Limited, which operates the business of Morgans Financial Limited - Reynolds Securities. My employer remunerates me as your adviser by way of salary and potential dividends.
