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Jettie Fan

Jettie Fan

Authorised representative number: 001255205

Financial Adviser

"My core objective is to create, preserve and maximise wealth though effective financial management, and by providing well-considered and forward-looking investment advice and strategy."
Jettie is a Chartered Accountant and SMSF Specialist Advisor™. She started her career as an accountant in public practice. She joined Morgans in 2009, and worked in different areas of the business. She incorporates a wide range of knowledge and skills, supported by her financial industry qualifications. She is fluent in Mandarin.

Investment Style

Jettie provides her clients with a wide range of investment services and advice including stockbroking, financial planning and superannuation. Her investment style carefully considers her clients' risk profiles and their unique circumstances. She takes particular care in the initial analysis of a client's situation, so that correct strategies are put in place. She also encourages clients to build a sustainable investment portfolio with their superannuation.

Services and Specialties

Self-Managed Super Funds
Personal Insurance
Superannuation Advice
Wealth Management

Qualifications and Professional Affiliations

Specialist Adviser Accreditation Program
Bachelor of Commerce (Accounting & Finance)
Chartered Accountant Program
Cavendish ICFS Specialist SMSF Course
Ethics and Professional Relationships


Member of the Institute of Chartered Accountants Australia & New Zealand
Specialist Member SMSF Association Australia


Margin Lending
Life Insurance
Managed Investments
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.