A city skyline at night with a boat in the water.
Jean Findlay

Jean Findlay

BSc MCom(Finance) DipFP MSIAA
Authorised representative number: 000222823

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
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]


Master Member of Stockbrokers and Investment Advisers Association (MSIAA)


Margin Lending
Financial Planning
Managed Investments
Derivatives Level 1
Life Insurance
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.