A city skyline at night with a boat in the water.
John Lindsay

John Lindsay

Authorised representative number: 000245004


I aim to provide clients with plain English, solution driven comprehensive advice which encompasses the client’s total position, structure, needs and objectives.
John commenced his career in Financial Services in 1987, and has gained valuable knowledge and experience across the broader market in the areas of Investment Planning, Portfolio construction and Superannuation. He is a current Practicing member of the Financial Advice Association of Australia and is a Certified Financial Planner.

Investment Style

John acts for clients at all stages of life, in both the private and public sectors and focuses on Wealth Creation & Ongoing Management, Investment Strategies around tax, Superannuation including SMSFs, Risk Management, Pre & Post Retirement Strategies and Alternative Investments.

Services and Specialties

Investment Advice
Portfolio Administration
Financial Planning
Self-Managed Super Funds
Superannuation Advice

Qualifications and Professional Affiliations

Graduate Certificate in Financial Planning
Ethics and Professionalism
Diploma of Financial Planning


Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Financial Advice Association of Australia (FAAA)


Financial Planning
Managed Investments
Margin Lending
Life Insurance
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of salary. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.