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John Lindsay

John Lindsay

CFP®
Authorised representative number: 000245004

Adviser

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
Stockbroking
Financial Planning
Self-Managed Super Funds
Superannuation Advice

Qualifications and Professional Affiliations

CERTIFIED FINANCIAL PLANNER®
Graduate Certificate in Financial Planning
Ethics and Professionalism
Diploma of Financial Planning

Associations

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

Competencies

Securities
Financial Planning
Direct International Equities Trading Adviser
Managed Investments
FASEA Financial Adviser Exam
Superannuation
Tax (financial) Adviser
ASIC Financial Advisers Register
Margin Lending
Life Insurance
Generic
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.